Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
75,608
+6,342
+9% +$14.7K ﹤0.01% 5564
2025
Q1
$210K Sell
69,266
-12,669
-15% -$38.4K ﹤0.01% 5290
2024
Q4
$147K Buy
81,935
+45,985
+128% +$82.3K ﹤0.01% 5437
2024
Q3
$59.3K Buy
35,950
+35,530
+8,460% +$58.6K ﹤0.01% 5504
2024
Q2
$718 Buy
420
+412
+5,150% +$704 ﹤0.01% 7638
2024
Q1
$14 Sell
8
-1,999
-100% -$3.5K ﹤0.01% 7892
2023
Q4
$4.62K Buy
2,007
+1,995
+16,625% +$4.59K ﹤0.01% 6635
2023
Q3
$19 Buy
12
+11
+1,100% +$17 ﹤0.01% 7981
2023
Q2
$2 Sell
1
-3,498
-100% -$7K ﹤0.01% 7708
2023
Q1
$6.61K Buy
3,499
+1,372
+65% +$2.59K ﹤0.01% 6806
2022
Q4
$4.06K Buy
+2,127
New +$4.06K ﹤0.01% 8198
2022
Q2
Sell
-5,067
Closed -$15K 9749
2022
Q1
$15K Sell
5,067
-143,579
-97% -$425K ﹤0.01% 6806
2021
Q4
$929K Buy
148,646
+145,279
+4,315% +$908K ﹤0.01% 3501
2021
Q3
$31K Buy
3,367
+967
+40% +$8.9K ﹤0.01% 5600
2021
Q2
$59K Buy
+2,400
New +$59K ﹤0.01% 5236