Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
733
-1,107
-60% -$209K ﹤0.01% 1477
2025
Q1
$431K Buy
1,840
+1,790
+3,580% +$420K ﹤0.01% 1132
2024
Q4
$19.7K Sell
50
-7,948
-99% -$3.13M ﹤0.01% 1848
2024
Q3
$2.67M Sell
7,998
-13,918
-64% -$4.65M 0.01% 638
2024
Q2
$5.36M Sell
21,916
-95,699
-81% -$23.4M 0.01% 448
2024
Q1
$41M Buy
+117,615
New +$41M 0.07% 28
2023
Q4
Hold
0
2850
2023
Q3
Hold
0
2849
2023
Q2
Sell
-8,805
Closed -$2.14M 2715
2023
Q1
$2.14M Sell
8,805
-5,247
-37% -$1.28M 0.03% 497
2022
Q4
$3.75M Sell
14,052
-10,876
-44% -$2.91M 0.07% 310
2022
Q3
$6.13M Buy
+24,928
New +$6.13M 0.12% 179
2022
Q2
Sell
-8,145
Closed -$2.66M 2618
2022
Q1
$2.66M Buy
8,145
+7,726
+1,844% +$2.52M 0.07% 276
2021
Q4
$225K Buy
+419
New +$225K 0.01% 1367
2021
Q1
Sell
-546
Closed -$244 1308
2020
Q4
$244 Buy
+546
New +$244 0.02% 662
2020
Q2
Hold
0
756
2020
Q1
Hold
0
867