Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35K Sell
6,098
-1,056
-15% -$6.06K ﹤0.01% 1074
2025
Q1
$35K Hold
7,154
﹤0.01% 754
2024
Q4
$55K Sell
7,154
-568
-7% -$4.37K ﹤0.01% 655
2024
Q3
$49K Sell
7,722
-35
-0.5% -$222 ﹤0.01% 667
2024
Q2
$42K Sell
7,757
-1,178,433
-99% -$6.38M ﹤0.01% 676
2024
Q1
$8.15M Sell
1,186,190
-45,778
-4% -$314K 0.16% 167
2023
Q4
$6.74M Sell
1,231,968
-135,116
-10% -$739K 0.15% 185
2023
Q3
$4.61M Buy
1,367,084
+650,326
+91% +$2.19M 0.12% 205
2023
Q2
$4.8M Buy
716,758
+62,769
+10% +$420K 0.12% 203
2023
Q1
$5.04M Buy
653,989
+125,672
+24% +$968K 0.14% 187
2022
Q4
$4.46M Buy
528,317
+90,453
+21% +$763K 0.13% 190
2022
Q3
$3.99M Sell
437,864
-35,735
-8% -$325K 0.14% 189
2022
Q2
$3.69M Buy
473,599
+15,700
+3% +$122K 0.12% 200
2022
Q1
$2.3M Buy
457,899
+266,661
+139% +$1.34M 0.07% 260
2021
Q4
$1.33M Buy
+191,238
New +$1.33M 0.04% 326