Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
17,180
+4,720
+38% +$33.2K ﹤0.01% 1129
2025
Q1
$89K Buy
+12,460
New +$89K ﹤0.01% 1135
2024
Q1
Sell
-11,460
Closed -$63K 1165
2023
Q4
$63K Sell
11,460
-8,810
-43% -$48.4K ﹤0.01% 1098
2023
Q3
$106K Buy
+20,270
New +$106K 0.01% 1025
2023
Q2
Sell
-27,413
Closed -$342K 1163
2023
Q1
$342K Buy
27,413
+15,683
+134% +$196K 0.02% 911
2022
Q4
$231K Hold
11,730
0.01% 985
2022
Q3
$285K Buy
11,730
+2,004
+21% +$48.7K 0.02% 958
2022
Q2
$235K Sell
9,726
-15,580
-62% -$376K 0.02% 980
2022
Q1
$820K Buy
25,306
+9,166
+57% +$297K 0.05% 605
2021
Q4
$549K Buy
+16,140
New +$549K 0.07% 508
2018
Q4
Sell
-2,324
Closed -$567K 392
2018
Q3
$567K Sell
2,324
-4,235
-65% -$1.03M 0.12% 232
2018
Q2
$1.22M Buy
+6,559
New +$1.22M 0.25% 146