Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
25,000
+12,488
+100% +$54.7K ﹤0.01% 1527
2025
Q1
$49K Buy
+12,512
New +$49K ﹤0.01% 1131
2024
Q4
Sell
-12,101
Closed -$85.9K 1454
2024
Q3
$85.9K Buy
+12,101
New +$85.9K 0.01% 1213
2024
Q2
Sell
-28,213
Closed -$44K 1689
2024
Q1
$44K Buy
+28,213
New +$44K ﹤0.01% 1306
2023
Q3
Sell
-75,650
Closed -$171K 1372
2023
Q2
$171K Buy
+75,650
New +$171K 0.02% 966
2022
Q1
Sell
-75,932
Closed -$953K 853
2021
Q4
$953K Buy
+75,932
New +$953K 0.23% 127
2021
Q2
Sell
-41,420
Closed -$548K 773
2021
Q1
$548K Buy
+41,420
New +$548K 0.15% 232