Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
31,246
-73,479
-70% -$822K ﹤0.01% 1192
2025
Q1
$965K Buy
104,725
+80,351
+330% +$740K ﹤0.01% 844
2024
Q4
$192K Buy
24,374
+5,140
+27% +$40.5K ﹤0.01% 1521
2024
Q3
$241K Sell
19,234
-284
-1% -$3.56K ﹤0.01% 1610
2024
Q2
$117K Sell
19,518
-52,738
-73% -$317K ﹤0.01% 2014
2024
Q1
$481K Buy
72,256
+28,262
+64% +$188K ﹤0.01% 1409
2023
Q4
$454K Buy
43,994
+39,622
+906% +$409K ﹤0.01% 1192
2023
Q3
$30.8K Buy
+4,372
New +$30.8K ﹤0.01% 1803
2023
Q2
Hold
0
2711
2023
Q1
Hold
0
2602
2022
Q4
Hold
0
2527
2022
Q3
Hold
0
2663
2020
Q1
Hold
0
862
2019
Q4
Hold
0
1002
2019
Q3
Hold
0
897
2019
Q2
Hold
0
820