Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
2,386
-2,890
-55% -$265K ﹤0.01% 1133
2025
Q1
$482K Sell
5,276
-768
-13% -$70.2K ﹤0.01% 687
2024
Q4
$606K Sell
6,044
-2,682
-31% -$269K ﹤0.01% 640
2024
Q3
$809K Buy
8,726
+357
+4% +$33.1K ﹤0.01% 478
2024
Q2
$668K Buy
8,369
+7,427
+788% +$593K ﹤0.01% 504
2024
Q1
$81.3K Sell
942
-33
-3% -$2.85K ﹤0.01% 1093
2023
Q4
$67.4K Buy
975
+199
+26% +$13.8K ﹤0.01% 1077
2023
Q3
$42.5K Buy
776
+289
+59% +$15.8K ﹤0.01% 1179
2023
Q2
$27.2K Buy
487
+198
+69% +$11K ﹤0.01% 1364
2023
Q1
$14.7K Buy
289
+134
+86% +$6.82K ﹤0.01% 1627
2022
Q4
$6.17K Buy
155
+37
+31% +$1.47K ﹤0.01% 1826
2022
Q3
$4K Sell
118
-1
-0.8% -$34 ﹤0.01% 1924
2022
Q2
$4K Buy
+119
New +$4K ﹤0.01% 1795
2021
Q2
Sell
-10
Closed 1566
2021
Q1
$0 Hold
10
﹤0.01% 1504
2020
Q4
$0 Hold
10
﹤0.01% 1354
2020
Q3
$0 Hold
10
﹤0.01% 1183
2020
Q2
$0 Hold
10
﹤0.01% 1206
2020
Q1
$0 Buy
+10
New ﹤0.01% 1240