Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Sell
2,256
-5,444
-71% -$1.94M ﹤0.01% 908
2025
Q1
$3.07M Buy
+7,700
New +$3.07M 0.01% 492
2024
Q4
Sell
-6,302
Closed -$2.18M 2075
2024
Q3
$2.18M Buy
6,302
+5,545
+732% +$1.92M ﹤0.01% 726
2024
Q2
$222K Sell
757
-11,040
-94% -$3.24M ﹤0.01% 1821
2024
Q1
$3.94M Buy
+11,797
New +$3.94M 0.01% 525
2023
Q4
Hold
0
2170
2023
Q3
Hold
0
2250
2023
Q2
Hold
0
2071
2023
Q1
Hold
0
2108
2022
Q4
Hold
0
2116
2020
Q3
Sell
-1,075
Closed -$207K 809
2020
Q2
$207K Buy
+1,075
New +$207K 0.05% 422
2019
Q3
Hold
0
504
2019
Q2
Sell
-731
Closed -$125K 498
2019
Q1
$125K Buy
+731
New +$125K 0.02% 129
2018
Q3
$966K Buy
+6,280
New +$966K 0.45% 58