Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
21,762
-49,590
-70% -$954K ﹤0.01% 1135
2025
Q1
$1.05M Buy
71,352
+53,292
+295% +$784K ﹤0.01% 822
2024
Q4
$482K Sell
18,060
-16,028
-47% -$428K ﹤0.01% 1175
2024
Q3
$876K Buy
+34,088
New +$876K ﹤0.01% 1102
2024
Q2
Sell
-2,351
Closed -$78.4K 2697
2024
Q1
$78.4K Sell
2,351
-998
-30% -$33.3K ﹤0.01% 2060
2023
Q4
$119K Sell
3,349
-14,511
-81% -$514K ﹤0.01% 1593
2023
Q3
$615K Buy
17,860
+13,561
+315% +$467K ﹤0.01% 1078
2023
Q2
$179K Buy
+4,299
New +$179K ﹤0.01% 1360
2023
Q1
Hold
0
2231
2019
Q4
Hold
0
736
2019
Q3
Hold
0
588