Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
2,928
+2,649
+949% +$111K 0.01% 842
2025
Q1
$11.8K Sell
279
-59
-17% -$2.49K ﹤0.01% 1508
2024
Q4
$16.4K Sell
338
-1,533
-82% -$74.5K ﹤0.01% 1286
2024
Q3
$123K Hold
1,871
0.01% 453
2024
Q2
$108K Buy
1,871
+1,812
+3,071% +$104K 0.01% 458
2024
Q1
$3.76K Hold
59
﹤0.01% 956
2023
Q4
$3.72K Buy
59
+29
+97% +$1.83K ﹤0.01% 938
2023
Q3
$2.01K Buy
+30
New +$2.01K ﹤0.01% 1005
2018
Q4
Sell
-1,648
Closed -$125K 567
2018
Q3
$125K Buy
+1,648
New +$125K 0.05% 166