Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,317
Closed -$24.1K 6474
2025
Q1
$24.1K Sell
42,317
-29,768
-41% -$17K ﹤0.01% 5552
2024
Q4
$91.5K Buy
+72,085
New +$91.5K ﹤0.01% 5238
2023
Q4
Hold
0
6347
2023
Q3
Sell
-4,728
Closed -$25.6K 6221
2023
Q2
$25.6K Buy
4,728
+2,617
+124% +$14.1K ﹤0.01% 5197
2023
Q1
$19.9K Sell
2,111
-825
-28% -$7.79K ﹤0.01% 5396
2022
Q4
$42.3K Buy
+2,936
New +$42.3K ﹤0.01% 5330
2022
Q3
Hold
0
6350
2022
Q2
Sell
-1,756
Closed -$289K 6539
2022
Q1
$289K Sell
1,756
-7,923
-82% -$1.3M ﹤0.01% 4973
2021
Q4
$1.41M Sell
9,679
-8,359
-46% -$1.21M ﹤0.01% 3412
2021
Q3
$2.96M Buy
18,038
+14,463
+405% +$2.37M ﹤0.01% 2572
2021
Q2
$1.07M Sell
3,575
-373
-9% -$112K ﹤0.01% 3941
2021
Q1
$1.19M Buy
+3,948
New +$1.19M ﹤0.01% 3738