Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+7,401
New +$213K ﹤0.01% 1890
2025
Q1
Sell
-7,229
Closed -$206K 1950
2024
Q4
$206K Sell
7,229
-1,846
-20% -$52.7K ﹤0.01% 1767
2024
Q3
$288K Buy
9,075
+662
+8% +$21K ﹤0.01% 1636
2024
Q2
$271K Buy
+8,413
New +$271K ﹤0.01% 1649
2022
Q1
Sell
-42,615
Closed -$1.21M 895
2021
Q4
$1.21M Buy
+42,615
New +$1.21M 0.02% 757
2020
Q1
Sell
-10,630
Closed -$301K 814
2019
Q4
$301K Buy
+10,630
New +$301K 0.01% 975