Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Sell
4,440
-132
-3% -$20.7K 0.01% 1244
2025
Q1
$591K Sell
4,572
-347
-7% -$44.8K 0.01% 1258
2024
Q4
$703K Buy
4,919
+7
+0.1% +$1K 0.01% 1154
2024
Q3
$734K Buy
4,912
+163
+3% +$24.4K 0.01% 1134
2024
Q2
$614K Buy
+4,749
New +$614K 0.01% 1206
2021
Q1
Sell
-21,178
Closed -$1.63M 731
2020
Q4
$1.63M Buy
+21,178
New +$1.63M 0.04% 488