Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.9K Hold
5,100
﹤0.01% 403
2025
Q1
$24.7K Hold
5,100
﹤0.01% 410
2024
Q4
$31.8K Hold
5,100
﹤0.01% 410
2024
Q3
$26K Sell
5,100
-32,123
-86% -$164K ﹤0.01% 415
2024
Q2
$235K Sell
37,223
-13,410
-26% -$84.6K 0.02% 302
2024
Q1
$327K Sell
50,633
-31,503
-38% -$203K 0.03% 291
2023
Q4
$684K Buy
82,136
+55,500
+208% +$462K 0.07% 238
2023
Q3
$163K Hold
26,636
0.02% 336
2023
Q2
$200K Sell
26,636
-1,376
-5% -$10.3K 0.02% 330
2023
Q1
$213K Hold
28,012
0.03% 336
2022
Q4
$253K Hold
28,012
0.03% 334
2022
Q3
$206K Hold
28,012
0.04% 348
2022
Q2
$273K Buy
+28,012
New +$273K 0.07% 297
2021
Q1
Sell
-77,078
Closed -$910K 466
2020
Q4
$910K Sell
77,078
-66,210
-46% -$782K 0.19% 177
2020
Q3
$2.03M Buy
143,288
+2,641
+2% +$37.4K 0.54% 34
2020
Q2
$1.56M Buy
140,647
+114,323
+434% +$1.27M 0.4% 58
2020
Q1
$193K Buy
+26,324
New +$193K 0.06% 366