Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Buy
+18,216
New +$22K ﹤0.01% 1194
2024
Q4
Sell
-80,700
Closed -$143K 1543
2024
Q3
$143K Buy
+80,700
New +$143K ﹤0.01% 1000
2024
Q2
Sell
-31,501
Closed -$238K 1598
2024
Q1
$238K Sell
31,501
-28,087
-47% -$213K ﹤0.01% 769
2023
Q4
$677K Buy
59,588
+14,816
+33% +$168K 0.01% 312
2023
Q3
$399K Buy
44,772
+30,374
+211% +$271K ﹤0.01% 491
2023
Q2
$128K Buy
14,398
+2,272
+19% +$20.2K ﹤0.01% 803
2023
Q1
$198K Buy
+12,126
New +$198K ﹤0.01% 830
2022
Q4
Hold
0
1440
2022
Q3
Hold
0
1441
2022
Q2
Sell
-19,982
Closed -$725K 1295
2022
Q1
$725K Sell
19,982
-2,466
-11% -$89.5K 0.03% 251
2021
Q4
$689K Buy
+22,448
New +$689K 0.03% 182
2021
Q3
Hold
0
903
2021
Q2
Sell
-3,441
Closed -$295K 741
2021
Q1
$295K Buy
+3,441
New +$295K 0.02% 269
2020
Q4
Hold
0
727
2016
Q4
Sell
-13,339
Closed -$95K 731
2016
Q3
$95K Buy
+13,339
New +$95K 0.03% 524