Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,102
Closed -$49.5K 399
2025
Q1
$49.5K Sell
10,102
-22,884
-69% -$112K ﹤0.01% 236
2024
Q4
$215K Hold
32,986
0.01% 306
2024
Q3
$254K Buy
32,986
+3,064
+10% +$23.6K 0.01% 356
2024
Q2
$252K Hold
29,922
0.01% 389
2024
Q1
$209K Sell
29,922
-40,078
-57% -$281K 0.01% 373
2023
Q4
$504K Buy
+70,000
New +$504K 0.02% 339
2019
Q1
Sell
-38,961
Closed -$545K 135
2018
Q4
$545K Sell
38,961
-274
-0.7% -$3.83K 0.02% 180
2018
Q3
$557K Buy
+39,235
New +$557K 0.01% 235