Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Sell
194
-14
-7% -$1.8K ﹤0.01% 1124
2025
Q1
$22K Sell
208
-7
-3% -$740 ﹤0.01% 1139
2024
Q4
$28K Buy
215
+6
+3% +$781 ﹤0.01% 1107
2024
Q3
$22K Sell
209
-207
-50% -$21.8K ﹤0.01% 1093
2024
Q2
$44K Sell
416
-1,620
-80% -$171K ﹤0.01% 996
2024
Q1
$248K Sell
2,036
-126
-6% -$15.3K ﹤0.01% 631
2023
Q4
$189K Sell
2,162
-369
-15% -$32.3K ﹤0.01% 662
2023
Q3
$189K Buy
2,531
+2,371
+1,482% +$177K ﹤0.01% 643
2023
Q2
$9K Buy
160
+154
+2,567% +$8.66K ﹤0.01% 1188
2023
Q1
$0 Hold
6
﹤0.01% 1309
2022
Q4
$0 Sell
6
-2
-25% ﹤0.01% 1380
2022
Q3
$0 Hold
8
﹤0.01% 1373
2022
Q2
$0 Hold
8
﹤0.01% 1425
2022
Q1
$0 Hold
8
﹤0.01% 1456
2021
Q4
$0 Sell
8
-62,793
-100% ﹤0.01% 1457
2021
Q3
$2.97M Sell
62,801
-41,318
-40% -$1.95M 0.01% 381
2021
Q2
$5.04M Buy
+104,119
New +$5.04M 0.02% 349