Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
2,679
-8,640
-76% -$1.54M 0.13% 287
2025
Q1
$1.81M Buy
11,319
+9,515
+527% +$1.52M 0.52% 20
2024
Q4
$314K Sell
1,804
-1,196
-40% -$208K 0.11% 344
2024
Q3
$679K Sell
3,000
-2,166
-42% -$490K 0.26% 113
2024
Q2
$1.16M Buy
+5,166
New +$1.16M 0.48% 35
2023
Q2
Sell
-1,924
Closed -$375K 475
2023
Q1
$375K Buy
+1,924
New +$375K 0.23% 160
2021
Q3
Sell
-2,753
Closed -$481K 376
2021
Q2
$481K Buy
+2,753
New +$481K 0.18% 190
2021
Q1
Sell
-6,403
Closed -$844K 702
2020
Q4
$844K Buy
+6,403
New +$844K 0.29% 84