Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
26,132
-2,003
-7% -$8.69K ﹤0.01% 1521
2025
Q1
$140K Sell
28,135
-88,373
-76% -$440K ﹤0.01% 1477
2024
Q4
$753K Buy
+116,508
New +$753K ﹤0.01% 1031
2024
Q1
Hold
0
2841
2023
Q4
Sell
-23,429
Closed -$169K 2657
2023
Q3
$169K Buy
23,429
+18,663
+392% +$135K ﹤0.01% 1542
2023
Q2
$41.2K Buy
+4,766
New +$41.2K ﹤0.01% 1584
2023
Q1
Sell
-17,494
Closed -$225K 2485
2022
Q4
$225K Buy
+17,494
New +$225K ﹤0.01% 1302
2022
Q3
Sell
-15,882
Closed -$196K 2549
2022
Q2
$196K Buy
+15,882
New +$196K 0.01% 1497
2022
Q1
Sell
-13,353
Closed -$211K 2389
2021
Q4
$211K Buy
+13,353
New +$211K 0.01% 1401
2020
Q1
Hold
0
775
2019
Q4
Sell
-2,607
Closed -$24K 909
2019
Q3
$24K Buy
+2,607
New +$24K ﹤0.01% 402
2019
Q2
Hold
0
729
2019
Q1
Hold
0
505