Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2942
2025
Q1
Hold
0
2881
2024
Q4
Hold
0
2960
2024
Q3
Sell
-846
Closed -$4K 2828
2024
Q2
$4K Sell
846
-58,680
-99% -$277K ﹤0.01% 2006
2024
Q1
$296K Buy
59,526
+54,944
+1,199% +$273K ﹤0.01% 825
2023
Q4
$31K Buy
4,582
+3,681
+409% +$24.9K ﹤0.01% 1521
2023
Q3
$5K Sell
901
-23,657
-96% -$131K ﹤0.01% 1818
2023
Q2
$203K Buy
+24,558
New +$203K ﹤0.01% 820
2023
Q1
Hold
0
2880
2022
Q4
Hold
0
3041
2022
Q3
Hold
0
3222
2022
Q2
Hold
0
3144
2022
Q1
Hold
0
3334
2021
Q4
Sell
-31,662
Closed -$1.45M 3413
2021
Q3
$1.45M Buy
31,662
+10,551
+50% +$484K ﹤0.01% 398
2021
Q2
$1.06M Buy
+21,111
New +$1.06M ﹤0.01% 528