Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
88,144
+13,846
+19% +$81.4K ﹤0.01% 4814
2025
Q1
$909K Buy
74,298
+387
+0.5% +$4.73K ﹤0.01% 4265
2024
Q4
$936K Buy
73,911
+48,752
+194% +$618K ﹤0.01% 4255
2024
Q3
$222K Buy
25,159
+5,771
+30% +$50.8K ﹤0.01% 4619
2024
Q2
$232K Buy
19,388
+7,893
+69% +$94.6K ﹤0.01% 4452
2024
Q1
$209K Sell
11,495
-913
-7% -$16.6K ﹤0.01% 4684
2023
Q4
$390K Buy
12,408
+6,152
+98% +$193K ﹤0.01% 4155
2023
Q3
$94.9K Sell
6,256
-910
-13% -$13.8K ﹤0.01% 4749
2023
Q2
$111K Buy
7,166
+6,566
+1,094% +$101K ﹤0.01% 4876
2023
Q1
$5.59K Hold
600
﹤0.01% 6919
2022
Q4
$11K Hold
600
﹤0.01% 7253
2022
Q3
$6K Sell
600
-5,319
-90% -$53.2K ﹤0.01% 7909
2022
Q2
$36K Buy
5,919
+125
+2% +$760 ﹤0.01% 5164
2022
Q1
$35K Sell
5,794
-4,364
-43% -$26.4K ﹤0.01% 5809
2021
Q4
$125K Buy
10,158
+1,558
+18% +$19.2K ﹤0.01% 5040
2021
Q3
$142K Buy
8,600
+7,741
+901% +$128K ﹤0.01% 4515
2021
Q2
$24K Buy
+859
New +$24K ﹤0.01% 6044