Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.6K Buy
17,689
+6,826
+63% +$17.6K ﹤0.01% 781
2025
Q1
$23.9K Sell
10,863
-210,164
-95% -$462K ﹤0.01% 795
2024
Q4
$1.77M Sell
221,027
-36,264
-14% -$290K 0.02% 643
2024
Q3
$2.1M Buy
257,291
+21,781
+9% +$178K 0.02% 613
2024
Q2
$2.19M Buy
235,510
+60,000
+34% +$559K 0.02% 604
2024
Q1
$2.17M Buy
+175,510
New +$2.17M 0.02% 623
2023
Q4
Sell
-47,295
Closed -$378K 946
2023
Q3
$378K Sell
47,295
-18,263
-28% -$146K ﹤0.01% 834
2023
Q2
$629K Sell
65,558
-5,623
-8% -$53.9K 0.01% 808
2023
Q1
$854K Sell
71,181
-8,029
-10% -$96.3K 0.01% 780
2022
Q4
$1.1M Buy
79,210
+13,348
+20% +$186K 0.01% 746
2022
Q3
$597K Buy
65,862
+29,738
+82% +$270K 0.01% 799
2022
Q2
$288K Buy
+36,124
New +$288K ﹤0.01% 890
2021
Q1
Sell
-29,700
Closed -$363K 1070
2020
Q4
$363K Sell
29,700
-55,000
-65% -$672K ﹤0.01% 924
2020
Q3
$1.34M Buy
+84,700
New +$1.34M 0.01% 743