Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
6,412
+2,797
+77% +$50K ﹤0.01% 801
2025
Q1
$75K Hold
3,615
﹤0.01% 782
2024
Q4
$42.7K Buy
+3,615
New +$42.7K ﹤0.01% 881
2024
Q2
Sell
-5,000
Closed -$38.4K 1153
2024
Q1
$38.4K Buy
+5,000
New +$38.4K ﹤0.01% 826
2023
Q4
Sell
-1
Closed -$18 1171
2023
Q3
$18 Sell
1
-2,177
-100% -$39.2K ﹤0.01% 946
2023
Q2
$29.2K Buy
2,178
+1,700
+356% +$22.8K ﹤0.01% 860
2023
Q1
$5.31K Buy
478
+300
+169% +$3.33K ﹤0.01% 908
2022
Q4
$1.77K Buy
+178
New +$1.77K ﹤0.01% 975
2022
Q2
Sell
-18,552
Closed -$512K 1304
2022
Q1
$512K Buy
+18,552
New +$512K ﹤0.01% 985
2021
Q4
Sell
-468,423
Closed -$16.6M 1374
2021
Q3
$16.6M Buy
+468,423
New +$16.6M 0.06% 264
2021
Q2
Sell
-480,210
Closed -$17.5M 1138
2021
Q1
$17.5M Buy
+480,210
New +$17.5M 0.06% 276