Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68K Sell
1,990
-839
-30% -$28.7K ﹤0.01% 1450
2025
Q1
$105K Hold
2,829
﹤0.01% 1459
2024
Q4
$109K Buy
2,829
+990
+54% +$38.1K ﹤0.01% 1498
2024
Q3
$65K Hold
1,839
﹤0.01% 1580
2024
Q2
$68K Hold
1,839
﹤0.01% 1439
2024
Q1
$72K Hold
1,839
﹤0.01% 1317
2023
Q4
$87K Hold
1,839
﹤0.01% 1141
2023
Q3
$76K Sell
1,839
-3,375
-65% -$139K ﹤0.01% 1140
2023
Q2
$190K Sell
5,214
-470
-8% -$17.1K ﹤0.01% 961
2023
Q1
$174K Hold
5,684
﹤0.01% 1021
2022
Q4
$155K Buy
5,684
+401
+8% +$10.9K ﹤0.01% 1049
2022
Q3
$179K Buy
+5,283
New +$179K ﹤0.01% 997
2022
Q2
Sell
-10,419
Closed -$355K 1629
2022
Q1
$355K Buy
10,419
+8,231
+376% +$280K ﹤0.01% 903
2021
Q4
$79K Buy
+2,188
New +$79K ﹤0.01% 1204
2020
Q3
Sell
-22,358
Closed -$518K 1290
2020
Q2
$518K Sell
22,358
-136,497
-86% -$3.16M ﹤0.01% 965
2020
Q1
$2.86M Buy
+158,855
New +$2.86M 0.02% 470