Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
65,543
-10,630
-14% -$16.7K ﹤0.01% 3666
2025
Q1
$201K Sell
76,173
-7,916
-9% -$20.9K ﹤0.01% 3432
2024
Q4
$357K Buy
84,089
+6,123
+8% +$26K ﹤0.01% 3232
2024
Q3
$259K Buy
77,966
+50,654
+185% +$168K ﹤0.01% 3407
2024
Q2
$84.4K Buy
27,312
+14,452
+112% +$44.7K ﹤0.01% 3572
2024
Q1
$52K Buy
12,860
+732
+6% +$2.96K ﹤0.01% 3861
2023
Q4
$67.8K Buy
12,128
+11,916
+5,621% +$66.6K ﹤0.01% 3638
2023
Q3
$1.13K Sell
212
-33,011
-99% -$176K ﹤0.01% 4320
2023
Q2
$311K Buy
33,223
+18,529
+126% +$174K ﹤0.01% 3009
2023
Q1
$127K Buy
14,694
+12,124
+472% +$105K ﹤0.01% 3306
2022
Q4
$18.2K Sell
2,570
-636
-20% -$4.5K ﹤0.01% 3935
2022
Q3
$32K Sell
3,206
-3,224
-50% -$32.2K ﹤0.01% 3852
2022
Q2
$46K Buy
6,430
+5,930
+1,186% +$42.4K ﹤0.01% 3890
2022
Q1
$5K Buy
+500
New +$5K ﹤0.01% 4986
2021
Q4
Sell
-245,732
Closed -$2.45M 5053
2021
Q3
$2.45M Buy
+245,732
New +$2.45M ﹤0.01% 1757