Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
15,424
+15,323
+15,171% +$241K ﹤0.01% 2123
2025
Q1
$1.2K Hold
101
﹤0.01% 3597
2024
Q4
$1.3K Buy
101
+1
+1% +$13 ﹤0.01% 3526
2024
Q3
$1.28K Hold
100
﹤0.01% 3464
2024
Q2
$1.41K Hold
100
﹤0.01% 3394
2024
Q1
$1.94K Sell
100
-2
-2% -$39 ﹤0.01% 3379
2023
Q4
$1.53K Hold
102
﹤0.01% 3393
2023
Q3
$1.08K Sell
102
-77
-43% -$812 ﹤0.01% 3163
2023
Q2
$1.72K Buy
179
+76
+74% +$729 ﹤0.01% 3139
2023
Q1
$955 Sell
103
-2,416
-96% -$22.4K ﹤0.01% 3162
2022
Q4
$24.2K Buy
+2,519
New +$24.2K ﹤0.01% 2059
2020
Q1
Sell
-5,493
Closed -$236K 854
2019
Q4
$236K Sell
5,493
-1,820
-25% -$78.2K 0.01% 728
2019
Q3
$298K Buy
+7,313
New +$298K 0.01% 640