Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,514
Closed -$31.6K 2137
2025
Q1
$31.6K Sell
15,514
-21,061
-58% -$43K ﹤0.01% 1028
2024
Q4
$144K Sell
36,575
-118,018
-76% -$465K 0.02% 870
2024
Q3
$181K Buy
154,593
+89,829
+139% +$105K ﹤0.01% 971
2024
Q2
$87.4K Buy
+64,764
New +$87.4K ﹤0.01% 1081
2024
Q1
Sell
-19,000
Closed -$39.6K 2192
2023
Q4
$39.6K Buy
+19,000
New +$39.6K ﹤0.01% 1070
2023
Q3
Hold
0
2039
2023
Q2
Hold
0
1961
2023
Q1
Sell
-18,415
Closed -$67K 2015
2022
Q4
$67K Buy
+18,415
New +$67K ﹤0.01% 924
2022
Q2
Hold
0
1803
2022
Q1
Hold
0
1601