Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73K Hold
30,370
﹤0.01% 3890
2025
Q1
$25K Hold
30,370
﹤0.01% 4030
2024
Q4
$26K Hold
30,370
﹤0.01% 4075
2024
Q3
$38K Hold
30,370
﹤0.01% 3970
2024
Q2
$51K Sell
30,370
-8,182
-21% -$13.7K ﹤0.01% 3671
2024
Q1
$72K Sell
38,552
-134,512
-78% -$251K ﹤0.01% 3742
2023
Q4
$329K Buy
173,064
+60,597
+54% +$115K ﹤0.01% 3255
2023
Q3
$148K Hold
112,467
﹤0.01% 3158
2023
Q2
$336K Sell
112,467
-317,939
-74% -$950K ﹤0.01% 2832
2023
Q1
$1.49M Buy
430,406
+101,106
+31% +$350K ﹤0.01% 1856
2022
Q4
$1.38M Buy
+329,300
New +$1.38M ﹤0.01% 1891
2022
Q2
Sell
-240,881
Closed -$3.91M 4810
2022
Q1
$3.91M Buy
+240,881
New +$3.91M ﹤0.01% 1308