Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
674
-18
-3% -$5.72K 0.21% 34
2025
Q1
$179K Buy
692
+574
+486% +$148K 0.16% 41
2024
Q4
$48K Sell
118
-96
-45% -$39.1K 0.04% 76
2024
Q3
$56K Buy
214
+187
+693% +$48.9K 0.03% 68
2024
Q2
$5K Sell
27
-3,187
-99% -$590K ﹤0.01% 64
2024
Q1
$565K Buy
+3,214
New +$565K 0.37% 25
2023
Q4
Sell
-203
Closed -$51K 68
2023
Q3
$51K Sell
203
-6,300
-97% -$1.58M 0.03% 36
2023
Q2
$1.7M Buy
+6,503
New +$1.7M 1.27% 17
2022
Q4
Sell
-1,335
Closed -$354K 30
2022
Q3
$354K Buy
+1,335
New +$354K 0.28% 29
2021
Q2
Sell
-9,600
Closed -$2.14M 54
2021
Q1
$2.14M Buy
9,600
+2,400
+33% +$534K 0.69% 22
2020
Q4
$1.69M Buy
+7,200
New +$1.69M 0.58% 23
2020
Q3
Sell
-9,000
Closed -$648K 40
2020
Q2
$648K Buy
+9,000
New +$648K 0.32% 26