Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77K Buy
8,000
+5,940
+288% +$57.2K 0.03% 329
2025
Q1
$20K Buy
+2,060
New +$20K 0.01% 400
2024
Q3
Sell
-24,100
Closed -$269K 808
2024
Q2
$269K Buy
24,100
+22,000
+1,048% +$246K 0.18% 87
2024
Q1
$25 Buy
+2,100
New +$25 0.02% 338
2022
Q2
Hold
0
895
2022
Q1
Hold
0
873
2021
Q4
Sell
-10,000
Closed -$139K 769
2021
Q3
$139K Buy
+10,000
New +$139K 0.06% 188
2021
Q2
Hold
0
913
2019
Q4
Sell
-15,000
Closed -$172K 1022
2019
Q3
$172K Buy
+15,000
New +$172K 0.05% 209