Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66K Buy
4,247
+3,091
+267% +$48K ﹤0.01% 1322
2025
Q1
$22K Sell
1,156
-5,778
-83% -$110K ﹤0.01% 1551
2024
Q4
$165K Sell
6,934
-4,360
-39% -$104K ﹤0.01% 1026
2024
Q3
$316K Buy
+11,294
New +$316K ﹤0.01% 748
2024
Q2
Hold
0
3780
2024
Q1
Hold
0
3770
2023
Q4
Hold
0
3824
2023
Q3
Sell
-49,489
Closed -$1.12M 3762
2023
Q2
$1.12M Buy
+49,489
New +$1.12M ﹤0.01% 349
2023
Q1
Hold
0
3840
2022
Q4
Hold
0
3930