Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
172,487
+53,550
+45% +$562K ﹤0.01% 2185
2025
Q1
$1.54M Hold
118,937
﹤0.01% 2118
2024
Q4
$1.88M Buy
118,937
+27,804
+31% +$439K ﹤0.01% 2081
2024
Q3
$1.62M Sell
91,133
-19,396
-18% -$345K ﹤0.01% 2152
2024
Q2
$2.43M Buy
110,529
+54,097
+96% +$1.19M ﹤0.01% 1896
2024
Q1
$1.33M Sell
56,432
-386
-0.7% -$9.08K ﹤0.01% 1875
2023
Q4
$1.58M Hold
56,818
﹤0.01% 1791
2023
Q3
$1.21M Hold
56,818
﹤0.01% 1858
2023
Q2
$1.48M Hold
56,818
﹤0.01% 1819
2023
Q1
$1.48M Sell
56,818
-10,843
-16% -$283K ﹤0.01% 1819
2022
Q4
$1.21M Buy
67,661
+3,127
+5% +$55.7K ﹤0.01% 1766
2022
Q3
$862K Sell
64,534
-605
-0.9% -$8.08K ﹤0.01% 2058
2022
Q2
$1.01M Buy
65,139
+334
+0.5% +$5.19K ﹤0.01% 1955
2022
Q1
$1.03M Hold
64,805
﹤0.01% 2118
2021
Q4
$1.19M Hold
64,805
﹤0.01% 2118
2021
Q3
$1.18M Buy
+64,805
New +$1.18M ﹤0.01% 2076