Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
77,569
-4,751
-6% -$88.4K ﹤0.01% 303
2025
Q1
$957K Buy
82,320
+13,828
+20% +$161K ﹤0.01% 349
2024
Q4
$1.4M Buy
68,492
+24,796
+57% +$508K ﹤0.01% 293
2024
Q3
$536K Sell
43,696
-6,533
-13% -$80.1K ﹤0.01% 481
2024
Q2
$753K Buy
+50,229
New +$753K ﹤0.01% 495
2024
Q1
Hold
0
1940
2023
Q4
Hold
0
2037
2023
Q3
Hold
0
2018
2023
Q2
Hold
0
1897
2023
Q1
Hold
0
1975
2022
Q2
Sell
-1,126
Closed -$31K 2227
2022
Q1
$31K Sell
1,126
-4,184
-79% -$115K ﹤0.01% 1501
2021
Q4
$208K Buy
+5,310
New +$208K ﹤0.01% 1204