Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
13,122
-13,438
-51% -$1.42M 0.54% 53
2025
Q1
$2.56M Sell
26,560
-6,085
-19% -$586K 1.09% 32
2024
Q4
$3.08M Sell
32,645
-12,206
-27% -$1.15M 0.94% 40
2024
Q3
$3.48M Buy
44,851
+43,207
+2,628% +$3.35M 0.63% 51
2024
Q2
$99K Sell
1,644
-1,525
-48% -$91.8K 0.02% 242
2024
Q1
$216K Hold
3,169
0.02% 228
2023
Q4
$185K Sell
3,169
-81
-2% -$4.73K 0.02% 230
2023
Q3
$191K Sell
3,250
-7
-0.2% -$411 0.02% 227
2023
Q2
$246K Hold
3,257
0.02% 200
2023
Q1
$216K Buy
+3,257
New +$216K 0.01% 209
2021
Q4
Sell
-340
Closed -$20K 440
2021
Q3
$20K Sell
340
-915
-73% -$53.8K ﹤0.01% 427
2021
Q2
$60K Sell
1,255
-1,095
-47% -$52.4K ﹤0.01% 324
2021
Q1
$87K Hold
2,350
﹤0.01% 264
2020
Q4
$70K Hold
2,350
﹤0.01% 277
2020
Q3
$55K Buy
+2,350
New +$55K ﹤0.01% 281