Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
15,025
+4,900
+48% +$147K ﹤0.01% 1732
2025
Q1
$342K Sell
10,125
-11,725
-54% -$396K ﹤0.01% 1822
2024
Q4
$646K Buy
21,850
+3,315
+18% +$98K ﹤0.01% 1479
2024
Q3
$582K Buy
18,535
+6,728
+57% +$211K ﹤0.01% 1458
2024
Q2
$426K Buy
11,807
+4,800
+69% +$173K ﹤0.01% 1600
2024
Q1
$264K Buy
7,007
+2,858
+69% +$108K ﹤0.01% 1899
2023
Q4
$147K Buy
4,149
+2,403
+138% +$85.1K ﹤0.01% 2256
2023
Q3
$67.6K Hold
1,746
﹤0.01% 2520
2023
Q2
$61.6K Hold
1,746
﹤0.01% 2539
2023
Q1
$66.2K Hold
1,746
﹤0.01% 2506
2022
Q4
$61K Hold
1,746
﹤0.01% 2535
2022
Q3
$50K Sell
1,746
-32
-2% -$916 ﹤0.01% 2591
2022
Q2
$50K Buy
1,778
+1,018
+134% +$28.6K ﹤0.01% 2586
2022
Q1
$22K Hold
760
﹤0.01% 2658
2021
Q4
$20K Buy
760
+661
+668% +$17.4K ﹤0.01% 2855
2021
Q3
$3K Buy
+99
New +$3K ﹤0.01% 2816