Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.4K Buy
2,000
+1,200
+150% +$56K ﹤0.01% 1886
2025
Q1
$30.2K Sell
800
-500
-38% -$18.9K ﹤0.01% 1816
2024
Q4
$60.1K Sell
1,300
-1,600
-55% -$74K ﹤0.01% 1705
2024
Q3
$153K Sell
2,900
-1,000
-26% -$52.9K ﹤0.01% 1629
2024
Q2
$214K Sell
3,900
-11,500
-75% -$631K ﹤0.01% 1551
2024
Q1
$991K Buy
15,400
+11,300
+276% +$727K ﹤0.01% 917
2023
Q4
$235K Sell
4,100
-17,500
-81% -$1M ﹤0.01% 1516
2023
Q3
$1.24M Sell
21,600
-1,000
-4% -$57.6K 0.01% 806
2023
Q2
$1.35M Sell
22,600
-200
-0.9% -$12K 0.01% 810
2023
Q1
$1.1M Buy
22,800
+20,300
+812% +$982K ﹤0.01% 895
2022
Q4
$106K Buy
+2,500
New +$106K ﹤0.01% 1719
2022
Q3
Sell
-1,900
Closed -$52K 2092
2022
Q2
$52K Sell
1,900
-20,600
-92% -$564K ﹤0.01% 1852
2022
Q1
$802K Sell
22,500
-8,700
-28% -$310K ﹤0.01% 1172
2021
Q4
$1.37M Hold
31,200
﹤0.01% 936
2021
Q3
$1.31M Sell
31,200
-600
-2% -$25.3K ﹤0.01% 944
2021
Q2
$1.51M Buy
31,800
+500
+2% +$23.8K 0.01% 896
2021
Q1
$1.44M Buy
+31,300
New +$1.44M 0.01% 907
2018
Q3
Sell
-7,291
Closed -$307K 2181
2018
Q2
$307K Buy
+7,291
New +$307K ﹤0.01% 1607