Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
39,919
-106,932
-73% -$1.12M ﹤0.01% 1383
2025
Q1
$1.82M Buy
146,851
+129,841
+763% +$1.61M 0.03% 782
2024
Q4
$219K Buy
17,010
+5,831
+52% +$75K ﹤0.01% 1475
2024
Q3
$224K Buy
11,179
+830
+8% +$16.7K ﹤0.01% 1308
2024
Q2
$182K Sell
10,349
-114,396
-92% -$2.01M ﹤0.01% 1313
2024
Q1
$2.24M Buy
124,745
+2,273
+2% +$40.8K 0.04% 573
2023
Q4
$2.36M Sell
122,472
-9,744
-7% -$188K 0.06% 470
2023
Q3
$2.01M Buy
132,216
+664
+0.5% +$10.1K 0.06% 451
2023
Q2
$2.73M Buy
131,552
+6,376
+5% +$132K 0.1% 304
2023
Q1
$3.01M Sell
125,176
-6,095
-5% -$147K 0.18% 158
2022
Q4
$3.78M Buy
131,271
+21,324
+19% +$613K 0.25% 72
2022
Q3
$2.49M Buy
+109,947
New +$2.49M 0.24% 100
2019
Q3
Sell
-67,918
Closed -$1.14M 96
2019
Q2
$1.14M Sell
67,918
-16,472
-20% -$276K 0.48% 77
2019
Q1
$1.53M Buy
84,390
+3,522
+4% +$63.7K 0.55% 58
2018
Q4
$1.17M Buy
+80,868
New +$1.17M 0.49% 72