Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,796
Closed -$126K 731
2025
Q1
$126K Sell
17,796
-74,099
-81% -$525K 0.02% 424
2024
Q4
$858K Sell
91,895
-64,231
-41% -$600K 0.11% 263
2024
Q3
$2.04M Buy
156,126
+58,087
+59% +$759K 0.21% 157
2024
Q2
$1.49M Buy
+98,039
New +$1.49M 0.15% 194
2023
Q3
Sell
-24,056
Closed -$347K 479
2023
Q2
$347K Buy
+24,056
New +$347K 0.13% 165
2022
Q3
Sell
-10,950
Closed -$99K 335
2022
Q2
$99K Sell
10,950
-2,143
-16% -$19.4K 0.04% 219
2022
Q1
$119K Buy
+13,093
New +$119K 0.06% 175