Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46K Sell
1,024
-749
-42% -$33.6K ﹤0.01% 1629
2025
Q1
$68K Hold
1,773
﹤0.01% 1688
2024
Q4
$90K Buy
1,773
+743
+72% +$37.7K ﹤0.01% 1623
2024
Q3
$45K Hold
1,030
﹤0.01% 1751
2024
Q2
$38K Hold
1,030
﹤0.01% 1744
2024
Q1
$41K Hold
1,030
﹤0.01% 1651
2023
Q4
$49K Sell
1,030
-187
-15% -$8.9K ﹤0.01% 1537
2023
Q3
$41K Sell
1,217
-1,328
-52% -$44.7K ﹤0.01% 1602
2023
Q2
$88K Sell
2,545
-894
-26% -$30.9K ﹤0.01% 1229
2023
Q1
$123K Hold
3,439
﹤0.01% 1140
2022
Q4
$156K Hold
3,439
﹤0.01% 1047
2022
Q3
$109K Hold
3,439
﹤0.01% 1153
2022
Q2
$95K Buy
3,439
+2,545
+285% +$70.3K ﹤0.01% 1241
2022
Q1
$30K Hold
894
﹤0.01% 1249
2021
Q4
$38K Hold
894
﹤0.01% 1262
2021
Q3
$35K Sell
894
-894
-50% -$35K ﹤0.01% 1263
2021
Q2
$88K Hold
1,788
﹤0.01% 1237
2021
Q1
$70K Buy
+1,788
New +$70K ﹤0.01% 1263
2018
Q4
Sell
-36,260
Closed -$836K 1319
2018
Q3
$836K Buy
+36,260
New +$836K 0.01% 972
2013
Q3
Sell
-8,976
Closed -$456K 1259
2013
Q2
$456K Buy
+8,976
New +$456K 0.01% 832