Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
6,712
-11,188
-63% -$1.26M 0.01% 519
2025
Q1
$2.01M Buy
17,900
+3,356
+23% +$377K 0.06% 104
2024
Q4
$1.63M Buy
+14,544
New +$1.63M 0.03% 276
2024
Q1
Sell
-3,503
Closed -$435K 1681
2023
Q4
$435K Buy
+3,503
New +$435K 0.01% 636
2023
Q1
Sell
-2,810
Closed -$312K 1309
2022
Q4
$312K Buy
+2,810
New +$312K 0.01% 582
2021
Q3
Sell
-4,138
Closed -$363K 1191
2021
Q2
$363K Buy
+4,138
New +$363K 0.01% 679
2020
Q1
Sell
-2,855
Closed -$248K 544
2019
Q4
$248K Buy
+2,855
New +$248K 0.01% 331