Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,283
Closed -$128K 1728
2025
Q1
$128K Buy
12,283
+5,283
+75% +$55K ﹤0.01% 1182
2024
Q4
$59.6K Sell
7,000
-20,463
-75% -$174K ﹤0.01% 1185
2024
Q3
$328K Buy
+27,463
New +$328K 0.01% 1029
2024
Q2
Sell
-72,955
Closed -$1.32M 1987
2024
Q1
$1.32M Buy
+72,955
New +$1.32M 0.03% 315
2023
Q3
Sell
-6,248
Closed -$258K 1607
2023
Q2
$258K Buy
+6,248
New +$258K 0.01% 832
2021
Q2
Sell
-6,053
Closed -$291K 1315
2021
Q1
$291K Buy
+6,053
New +$291K 0.01% 604