Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,536
Closed -$19.7K 5777
2025
Q1
$19.7K Sell
3,536
-28,324
-89% -$158K ﹤0.01% 5597
2024
Q4
$265K Buy
+31,860
New +$265K ﹤0.01% 4638
2024
Q3
Hold
0
5728
2024
Q2
Sell
-652
Closed -$5.52K 5834
2024
Q1
$5.52K Buy
+652
New +$5.52K ﹤0.01% 5757
2023
Q4
Sell
-346
Closed -$2.78K 5831
2023
Q3
$2.78K Buy
+346
New +$2.78K ﹤0.01% 5594
2023
Q2
Hold
0
5750
2023
Q1
Hold
0
5866
2022
Q4
Hold
0
6022
2022
Q3
Hold
0
5817
2022
Q2
Sell
-140,206
Closed -$1.83M 5950
2022
Q1
$1.83M Buy
140,206
+65,565
+88% +$858K ﹤0.01% 3103
2021
Q4
$1.16M Sell
74,641
-7,491
-9% -$117K ﹤0.01% 3640
2021
Q3
$1.21M Buy
82,132
+41,861
+104% +$619K ﹤0.01% 3562
2021
Q2
$569K Buy
+40,271
New +$569K ﹤0.01% 4598