Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
60,400
-253,888
-81% -$248K ﹤0.01% 3928
2025
Q1
$222K Sell
314,288
-139,127
-31% -$98.3K ﹤0.01% 3278
2024
Q4
$365K Sell
453,415
-127,672
-22% -$103K ﹤0.01% 3230
2024
Q3
$577K Buy
581,087
+296,654
+104% +$295K ﹤0.01% 2911
2024
Q2
$440K Buy
+284,433
New +$440K ﹤0.01% 2601
2023
Q2
Sell
-109,802
Closed -$93K 4359
2023
Q1
$93K Sell
109,802
-1,177,086
-91% -$997K ﹤0.01% 3570
2022
Q4
$1.67M Buy
1,286,888
+84,646
+7% +$110K ﹤0.01% 1741
2022
Q3
$2.14M Buy
1,202,242
+1,188,660
+8,752% +$2.12M ﹤0.01% 1613
2022
Q2
$30K Buy
+13,582
New +$30K ﹤0.01% 3938
2022
Q1
Hold
0
4823
2018
Q2
Hold
0
4314
2018
Q1
Hold
0
4322