Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
17,223
+3,000
+21% +$55.8K ﹤0.01% 1920
2025
Q1
$165K Hold
14,223
﹤0.01% 2186
2024
Q4
$291K Hold
14,223
﹤0.01% 1959
2024
Q3
$175K Hold
14,223
﹤0.01% 2182
2024
Q2
$213K Buy
14,223
+3,105
+28% +$46.4K ﹤0.01% 2011
2024
Q1
$123K Sell
11,118
-5,319
-32% -$58.8K ﹤0.01% 2298
2023
Q4
$220K Buy
16,437
+2,140
+15% +$28.7K ﹤0.01% 2025
2023
Q3
$141K Hold
14,297
﹤0.01% 2178
2023
Q2
$238K Buy
14,297
+9,024
+171% +$150K ﹤0.01% 1810
2023
Q1
$47.9K Sell
5,273
-4,013
-43% -$36.5K ﹤0.01% 2604
2022
Q4
$39.8K Buy
9,286
+1,519
+20% +$6.5K ﹤0.01% 2657
2022
Q3
$70K Buy
7,767
+3,560
+85% +$32.1K ﹤0.01% 2447
2022
Q2
$28K Buy
+4,207
New +$28K ﹤0.01% 2739
2022
Q1
Sell
-4,207
Closed -$163K 2773
2021
Q4
$163K Buy
+4,207
New +$163K ﹤0.01% 2209