Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Buy
5,417
+1,306
+32% +$147K ﹤0.01% 1843
2025
Q1
$462K Buy
4,111
+261
+7% +$29.3K ﹤0.01% 1902
2024
Q4
$430K Buy
3,850
+233
+6% +$26K ﹤0.01% 1948
2024
Q3
$504K Sell
3,617
-435
-11% -$60.6K ﹤0.01% 1846
2024
Q2
$476K Sell
4,052
-22,631
-85% -$2.66M ﹤0.01% 1994
2024
Q1
$3.48M Buy
26,683
+20,406
+325% +$2.66M 0.01% 1029
2023
Q4
$780K Sell
6,277
-772
-11% -$96K ﹤0.01% 1732
2023
Q3
$744K Sell
7,049
-13,930
-66% -$1.47M ﹤0.01% 1702
2023
Q2
$2.36M Buy
20,979
+115
+0.6% +$12.9K ﹤0.01% 1175
2023
Q1
$2.24M Buy
20,864
+2,044
+11% +$220K ﹤0.01% 1167
2022
Q4
$2.09M Buy
18,820
+1,805
+11% +$200K ﹤0.01% 1188
2022
Q3
$1.51M Buy
+17,015
New +$1.51M ﹤0.01% 1322