Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
8,281
0.01% 1055
2025
Q1
$308K Hold
8,281
0.01% 1005
2024
Q4
$338K Buy
+8,281
New +$338K 0.01% 972
2024
Q3
Sell
-10,206
Closed -$445K 1206
2024
Q2
$445K Buy
+10,206
New +$445K 0.01% 958
2023
Q1
Sell
-8,179
Closed -$276K 1137
2022
Q4
$276K Hold
8,179
0.02% 946
2022
Q3
$248K Buy
+8,179
New +$248K 0.02% 994
2022
Q1
Sell
-5,466
Closed -$306K 1178
2021
Q4
$306K Sell
5,466
-9,940
-65% -$556K 0.04% 722
2021
Q3
$714K Buy
15,406
+9,661
+168% +$448K 0.1% 387
2021
Q2
$282K Sell
5,745
-6,636
-54% -$326K 0.09% 300
2021
Q1
$585K Sell
12,381
-1,667
-12% -$78.8K 0.19% 190
2020
Q4
$566K Buy
+14,048
New +$566K 0.16% 207