Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Hold
1,506
0.02% 150
2025
Q1
$43K Buy
1,506
+1,002
+199% +$28.6K 0.02% 120
2024
Q4
$11K Sell
504
-810
-62% -$17.7K 0.01% 154
2024
Q3
$29K Sell
1,314
-3,669
-74% -$81K 0.01% 153
2024
Q2
$95K Sell
4,983
-1,634
-25% -$31.2K 0.05% 103
2024
Q1
$116K Sell
6,617
-2,185
-25% -$38.3K 0.06% 97
2023
Q4
$148K Buy
8,802
+2,197
+33% +$36.9K 0.07% 75
2023
Q3
$99K Buy
6,605
+1,602
+32% +$24K 0.06% 90
2023
Q2
$80K Buy
+5,003
New +$80K 0.05% 81
2023
Q1
Sell
-7,332
Closed -$135K 218
2022
Q4
$135K Buy
+7,332
New +$135K 0.08% 89
2020
Q3
$287K Sell
13,341
-123
-0.9% -$2.65K 0.41% 70
2020
Q2
$307K Sell
13,464
-3,972
-23% -$90.6K 0.33% 58
2020
Q1
$384K Sell
17,436
-2,819
-14% -$62.1K 0.59% 47
2019
Q4
$598K Buy
+20,255
New +$598K 0.56% 47