Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
28,332
+14,777
+109% +$232K ﹤0.01% 498
2025
Q1
$259K Buy
+13,555
New +$259K ﹤0.01% 562
2024
Q4
Hold
0
1753
2024
Q3
Sell
-6,795
Closed -$178K 1819
2024
Q2
$178K Buy
+6,795
New +$178K ﹤0.01% 843
2024
Q1
Sell
-14,776
Closed -$344K 2199
2023
Q4
$344K Sell
14,776
-45,229
-75% -$1.05M ﹤0.01% 952
2023
Q3
$1.18M Buy
+60,005
New +$1.18M ﹤0.01% 452
2023
Q2
Sell
-11,091
Closed -$218K 2250
2023
Q1
$218K Sell
11,091
-14,876
-57% -$292K ﹤0.01% 850
2022
Q4
$447K Buy
+25,967
New +$447K ﹤0.01% 718