Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.9K Sell
2,253
-12,640
-85% -$123K ﹤0.01% 2151
2025
Q1
$130K Buy
14,893
+12,917
+654% +$113K 0.01% 1805
2024
Q4
$34.2K Sell
1,976
-830
-30% -$14.4K ﹤0.01% 1950
2024
Q3
$37K Sell
2,806
-10,743
-79% -$142K ﹤0.01% 1736
2024
Q2
$131K Buy
13,549
+8,703
+180% +$84.4K 0.01% 1354
2024
Q1
$66.9K Sell
4,846
-5,978
-55% -$82.5K 0.01% 1424
2023
Q4
$237K Buy
+10,824
New +$237K 0.05% 823
2022
Q4
Sell
-2,235
Closed -$96K 1219
2022
Q3
$96K Sell
2,235
-877
-28% -$37.7K 0.02% 954
2022
Q2
$220K Buy
3,112
+2,089
+204% +$148K 0.09% 427
2022
Q1
$98K Buy
+1,023
New +$98K 0.04% 522
2021
Q4
Sell
-3,157
Closed -$326K 760
2021
Q3
$326K Buy
+3,157
New +$326K 0.11% 319