Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
1,956
+1,453
+289% +$74.5K ﹤0.01% 829
2025
Q1
$18K Sell
503
-31
-6% -$1.11K ﹤0.01% 1353
2024
Q4
$26.3K Buy
534
+54
+11% +$2.66K ﹤0.01% 1151
2024
Q3
$22.9K Buy
480
+279
+139% +$13.3K ﹤0.01% 1167
2024
Q2
$8.75K Buy
201
+73
+57% +$3.18K ﹤0.01% 1293
2024
Q1
$5.41K Buy
128
+42
+49% +$1.78K ﹤0.01% 1373
2023
Q4
$3.37K Sell
86
-226
-72% -$8.85K ﹤0.01% 1449
2023
Q3
$11.5K Sell
312
-1,002
-76% -$36.8K ﹤0.01% 1254
2023
Q2
$38.9K Hold
1,314
﹤0.01% 908
2023
Q1
$40.6K Hold
1,314
﹤0.01% 895
2022
Q4
$46K Hold
1,314
﹤0.01% 868
2022
Q3
$33K Sell
1,314
-56
-4% -$1.41K ﹤0.01% 969
2022
Q2
$33K Hold
1,370
﹤0.01% 1012
2022
Q1
$39K Sell
1,370
-300
-18% -$8.54K ﹤0.01% 1030
2021
Q4
$41K Buy
+1,670
New +$41K ﹤0.01% 1043
2017
Q2
Sell
-40,770
Closed -$2.15M 323
2017
Q1
$2.15M Sell
40,770
-20,770
-34% -$1.09M 0.08% 156
2016
Q4
$3.23M Buy
+61,540
New +$3.23M 0.12% 128