Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
80,154
-329,005
-80% -$1.31M ﹤0.01% 785
2025
Q1
$1.75M Buy
+409,159
New +$1.75M 0.01% 291
2024
Q4
Sell
-335
Closed -$1.29K 3541
2024
Q3
$1.29K Sell
335
-523
-61% -$2.01K ﹤0.01% 1497
2024
Q2
$2.34K Sell
858
-925
-52% -$2.53K ﹤0.01% 1489
2024
Q1
$7.31K Sell
1,783
-2,712
-60% -$11.1K ﹤0.01% 1333
2023
Q4
$25.3K Sell
4,495
-2,000
-31% -$11.2K ﹤0.01% 1216
2023
Q3
$40.5K Sell
6,495
-1,492
-19% -$9.31K ﹤0.01% 1130
2023
Q2
$54.2K Sell
7,987
-326
-4% -$2.21K ﹤0.01% 1004
2023
Q1
$63.3K Buy
8,313
+3,162
+61% +$24.1K ﹤0.01% 963
2022
Q4
$40.2K Buy
5,151
+4,616
+863% +$36K ﹤0.01% 1146
2022
Q3
$3K Buy
+535
New +$3K ﹤0.01% 1771
2022
Q2
Hold
0
3388
2022
Q1
Sell
-163,470
Closed -$5.43M 3376
2021
Q4
$5.43M Buy
163,470
+156,096
+2,117% +$5.19M ﹤0.01% 236
2021
Q3
$408K Sell
7,374
-9,432
-56% -$522K ﹤0.01% 898
2021
Q2
$1.37M Buy
+16,806
New +$1.37M ﹤0.01% 511