Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
440
+40
+10% +$12.7K 0.05% 29
2025
Q1
$104K Buy
400
+390
+3,900% +$101K 0.04% 34
2024
Q4
$4.04K Sell
10
-2,295
-100% -$927K ﹤0.01% 144
2024
Q3
$603K Sell
2,305
-47
-2% -$12.3K 0.24% 18
2024
Q2
$465K Sell
2,352
-3
-0.1% -$594 0.2% 20
2024
Q1
$414K Sell
2,355
-3
-0.1% -$527 0.17% 24
2023
Q4
$586K Sell
2,358
-350
-13% -$87K 0.24% 20
2023
Q3
$678K Buy
2,708
+100
+4% +$25K 0.4% 19
2023
Q2
$683K Buy
2,608
+250
+11% +$65.4K 0.35% 20
2023
Q1
$489K Buy
2,358
+2,300
+3,966% +$477K 0.27% 21
2022
Q4
$7.14K Buy
58
+13
+29% +$1.6K ﹤0.01% 102
2022
Q3
$12K Hold
45
0.01% 78
2022
Q2
$10K Buy
45
+3
+7% +$667 0.01% 93
2022
Q1
$15K Buy
42
+9
+27% +$3.21K 0.01% 90
2021
Q4
$12K Hold
33
0.01% 83
2021
Q3
$9K Buy
+33
New +$9K 0.01% 96
2020
Q4
Sell
-102
Closed -$15K 161
2020
Q3
$15K Buy
+102
New +$15K 0.01% 66