Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,741
Closed -$29K 4381
2025
Q1
$29K Sell
15,741
-98,180
-86% -$181K ﹤0.01% 4004
2024
Q4
$138K Hold
113,921
﹤0.01% 3697
2024
Q3
$216K Sell
113,921
-25,000
-18% -$47.4K ﹤0.01% 3432
2024
Q2
$175K Sell
138,921
-579,636
-81% -$730K ﹤0.01% 3110
2024
Q1
$1.47M Buy
718,557
+679,636
+1,746% +$1.39M ﹤0.01% 2139
2023
Q4
$129K Hold
38,921
﹤0.01% 3647
2023
Q3
$173K Hold
38,921
﹤0.01% 3097
2023
Q2
$207K Sell
38,921
-13,309
-25% -$70.8K ﹤0.01% 3061
2023
Q1
$442K Sell
52,230
-9,500
-15% -$80.4K ﹤0.01% 2719
2022
Q4
$430K Buy
61,730
+20,000
+48% +$139K ﹤0.01% 2686
2022
Q3
$197K Sell
41,730
-439,154
-91% -$2.07M ﹤0.01% 3102
2022
Q2
$3.9M Buy
480,884
+418,167
+667% +$3.39M ﹤0.01% 1227
2022
Q1
$573K Buy
+62,717
New +$573K ﹤0.01% 2712