Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.3K Sell
22,532
-57,274
-72% -$196K ﹤0.01% 1574
2025
Q1
$304K Sell
79,806
-681,703
-90% -$2.6M ﹤0.01% 1256
2024
Q4
$3.32M Sell
761,509
-90,922
-11% -$396K 0.01% 546
2024
Q3
$5.69M Buy
852,431
+665,772
+357% +$4.45M 0.01% 411
2024
Q2
$777K Sell
186,659
-857,813
-82% -$3.57M ﹤0.01% 1248
2024
Q1
$4.7M Buy
+1,044,472
New +$4.7M 0.01% 459
2023
Q4
Hold
0
2722
2023
Q3
Hold
0
2742
2023
Q2
Hold
0
2595
2023
Q1
Hold
0
2530
2022
Q4
Hold
0
2455
2022
Q3
Hold
0
2586
2022
Q2
Hold
0
2545
2022
Q1
Hold
0
2415
2021
Q4
Hold
0
2184
2021
Q3
Hold
0
1712
2021
Q2
Hold
0
1443
2021
Q1
Hold
0
1275
2020
Q4
Hold
0
1040
2020
Q3
Sell
-439,835
Closed -$3.4M 917
2020
Q2
$3.4M Buy
+439,835
New +$3.4M 0.76% 23
2019
Q3
Hold
0
827
2019
Q2
Hold
0
760