Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
82,517
+20,004
+32% +$160K ﹤0.01% 3402
2025
Q1
$591K Sell
62,513
-30,956
-33% -$293K ﹤0.01% 3390
2024
Q4
$958K Buy
93,469
+19,422
+26% +$199K ﹤0.01% 3230
2024
Q3
$1.02M Hold
74,047
﹤0.01% 3202
2024
Q2
$1.03M Sell
74,047
-71,019
-49% -$990K ﹤0.01% 3148
2024
Q1
$1.59M Buy
+145,066
New +$1.59M ﹤0.01% 2978
2020
Q1
Sell
-30,524
Closed -$129K 3743
2019
Q4
$129K Buy
+30,524
New +$129K ﹤0.01% 3620