Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,503
Closed -$233K 1249
2025
Q1
$233K Hold
5,503
0.01% 921
2024
Q4
$187K Sell
5,503
-44,497
-89% -$1.51M 0.01% 1006
2024
Q3
$1.77M Buy
50,000
+47,624
+2,004% +$1.68M 0.06% 317
2024
Q2
$90K Hold
2,376
﹤0.01% 1069
2024
Q1
$97K Sell
2,376
-44,461
-95% -$1.82M ﹤0.01% 1105
2023
Q4
$2.28M Buy
46,837
+44,461
+1,871% +$2.16M 0.08% 255
2023
Q3
$77K Hold
2,376
﹤0.01% 1151
2023
Q2
$59K Hold
2,376
﹤0.01% 953
2023
Q1
$62K Hold
2,376
﹤0.01% 1051
2022
Q4
$60K Hold
2,376
﹤0.01% 1113
2022
Q3
$43K Hold
2,376
﹤0.01% 1167
2022
Q2
$43K Hold
2,376
﹤0.01% 1138
2022
Q1
$90K Hold
2,376
﹤0.01% 1106
2021
Q4
$57K Buy
+2,376
New +$57K ﹤0.01% 1132