Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$500 1999
2025
Q1
$500 Sell
3
-920
-100% -$153K ﹤0.01% 1616
2024
Q4
$153K Sell
923
-991
-52% -$164K 0.02% 990
2024
Q3
$255K Buy
1,914
+1,876
+4,937% +$250K 0.04% 541
2024
Q2
$4.79K Buy
38
+10
+36% +$1.26K ﹤0.01% 1597
2024
Q1
$4.11K Buy
28
+7
+33% +$1.03K ﹤0.01% 1568
2023
Q4
$2.46K Sell
21
-464
-96% -$54.4K ﹤0.01% 1572
2023
Q3
$42.5K Buy
485
+155
+47% +$13.6K 0.01% 1273
2023
Q2
$54.3K Buy
330
+65
+25% +$10.7K 0.02% 1125
2023
Q1
$48.9K Buy
265
+18
+7% +$3.32K 0.02% 1130
2022
Q4
$36.5K Hold
247
0.01% 1158
2022
Q3
$35K Sell
247
-70
-22% -$9.92K 0.02% 1141
2022
Q2
$41K Sell
317
-40
-11% -$5.17K 0.03% 1070
2022
Q1
$52K Buy
357
+29
+9% +$4.22K 0.03% 1034
2021
Q4
$96K Buy
328
+12
+4% +$3.51K 0.04% 664
2021
Q3
$86K Sell
316
-92
-23% -$25K 0.06% 511
2021
Q2
$99K Buy
+408
New +$99K 0.06% 461