Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,080
Closed -$297K 779
2025
Q1
$297K Sell
4,080
-17,952
-81% -$1.31M 0.01% 547
2024
Q4
$1.33M Buy
22,032
+21,355
+3,154% +$1.29M 0.05% 236
2024
Q3
$50.9K Sell
677
-1,448
-68% -$109K ﹤0.01% 1110
2024
Q2
$154K Sell
2,125
-1,006
-32% -$73.1K 0.01% 740
2024
Q1
$241K Buy
3,131
+3,090
+7,537% +$238K 0.01% 657
2023
Q4
$2.52K Hold
41
﹤0.01% 1276
2023
Q3
$1.89K Hold
41
﹤0.01% 1388
2023
Q2
$1.77K Hold
41
﹤0.01% 1363
2023
Q1
$1.3K Buy
41
+32
+356% +$1.01K ﹤0.01% 1437
2022
Q4
$222 Hold
9
﹤0.01% 1213
2022
Q3
$0 Hold
9
﹤0.01% 1301
2022
Q2
$0 Hold
9
﹤0.01% 1235
2022
Q1
$0 Hold
9
﹤0.01% 1252
2021
Q4
$0 Sell
9
-81
-90% ﹤0.01% 1232
2021
Q3
$4K Hold
90
﹤0.01% 885
2021
Q2
$4K Hold
90
﹤0.01% 854
2021
Q1
$4K Hold
90
﹤0.01% 871
2020
Q4
$4K Hold
90
﹤0.01% 820
2020
Q3
$3K Hold
90
﹤0.01% 808
2020
Q2
$2K Buy
+90
New +$2K ﹤0.01% 810