Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
149,533
+143,897
+2,553% +$190K ﹤0.01% 931
2025
Q1
$6K Buy
+5,636
New +$6K ﹤0.01% 1888
2024
Q4
Sell
-100,090
Closed -$163K 3040
2024
Q3
$163K Buy
100,090
+9,849
+11% +$16K ﹤0.01% 947
2024
Q2
$50K Buy
90,241
+59,632
+195% +$33K ﹤0.01% 1361
2024
Q1
$23K Buy
+30,609
New +$23K ﹤0.01% 1634
2023
Q4
Hold
0
3018
2023
Q3
Hold
0
2919
2023
Q2
Hold
0
3006
2023
Q1
Hold
0
2961
2022
Q4
Hold
0
3123
2022
Q3
Hold
0
3289
2022
Q2
Sell
-75,217
Closed -$352K 3214
2022
Q1
$352K Sell
75,217
-97,609
-56% -$457K ﹤0.01% 873
2021
Q4
$739K Buy
+172,826
New +$739K ﹤0.01% 640
2021
Q3
Hold
0
3139
2021
Q2
Sell
-24,216
Closed 3217
2021
Q1
$0 Buy
+24,216
New ﹤0.01% 2941
2018
Q2
Hold
0
2399
2018
Q1
Hold
0
2297
2017
Q4
Sell
-5
Closed 2237
2017
Q3
$0 Buy
+5
New ﹤0.01% 2137
2017
Q2
Sell
-3
Closed 2193
2017
Q1
$0 Buy
+3
New ﹤0.01% 2177
2016
Q4
Hold
0
2091
2016
Q3
Hold
0
2021
2016
Q2
Hold
0
2083
2016
Q1
Hold
0
2035
2015
Q4
Hold
0
2064
2015
Q3
Sell
-1
Closed -$1K 2124
2015
Q2
$1K Hold
1
﹤0.01% 1684
2015
Q1
$1K Buy
+1
New +$1K ﹤0.01% 1579
2014
Q4
Hold
0
1606