Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
245,177
+1,959
+0.8% +$11.1K ﹤0.01% 3168
2025
Q1
$1.63M Sell
243,218
-3,548
-1% -$23.8K ﹤0.01% 2962
2024
Q4
$1.08M Buy
246,766
+30,859
+14% +$135K ﹤0.01% 3218
2024
Q3
$1.3M Buy
215,907
+32,797
+18% +$198K ﹤0.01% 3045
2024
Q2
$1.28M Buy
183,110
+180,590
+7,166% +$1.27M ﹤0.01% 3019
2024
Q1
$20K Hold
2,520
﹤0.01% 5192
2023
Q4
$26.1K Hold
2,520
﹤0.01% 5108
2023
Q3
$29.2K Hold
2,520
﹤0.01% 5083
2023
Q2
$37.2K Hold
2,520
﹤0.01% 5258
2023
Q1
$25.8K Buy
+2,520
New +$25.8K ﹤0.01% 5220
2022
Q2
Sell
-4,238
Closed -$145K 7211
2022
Q1
$145K Buy
4,238
+4,138
+4,138% +$142K ﹤0.01% 4834
2021
Q4
$6K Hold
100
﹤0.01% 6128
2021
Q3
$3K Buy
+100
New +$3K ﹤0.01% 6176