Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
1,558
-13,596
-90% -$1.1M ﹤0.01% 1501
2025
Q1
$1.23M Buy
15,154
+4,578
+43% +$373K 0.01% 769
2024
Q4
$772K Sell
10,576
-5,859
-36% -$428K ﹤0.01% 1015
2024
Q3
$977K Buy
16,435
+14,640
+816% +$870K ﹤0.01% 1047
2024
Q2
$91.7K Sell
1,795
-19,367
-92% -$990K ﹤0.01% 2078
2024
Q1
$1.14M Buy
+21,162
New +$1.14M ﹤0.01% 989
2023
Q4
Sell
-61,763
Closed -$3.04M 3021
2023
Q3
$3.04M Sell
61,763
-17,501
-22% -$861K 0.01% 518
2023
Q2
$3.78M Sell
79,264
-60,809
-43% -$2.9M 0.01% 359
2023
Q1
$5.54M Buy
140,073
+110,226
+369% +$4.36M 0.08% 270
2022
Q4
$1.22M Buy
+29,847
New +$1.22M 0.02% 640
2022
Q3
Hold
0
2763
2019
Q4
Hold
0
1086
2019
Q3
Hold
0
997