Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,189
Closed -$1,000K 994
2025
Q1
$1,000K Buy
21,189
+15,884
+299% +$749K 0.03% 186
2024
Q4
$281K Buy
+5,305
New +$281K 0.01% 335
2023
Q2
Hold
0
293
2023
Q1
Hold
0
247
2022
Q4
Hold
0
202
2022
Q3
Hold
0
186
2022
Q2
Hold
0
201
2022
Q1
Hold
0
201
2021
Q4
Sell
-1,449
Closed -$301K 186
2021
Q3
$301K Sell
1,449
-9,220
-86% -$1.92M 0.01% 122
2021
Q2
$2.2M Buy
+10,669
New +$2.2M 0.07% 38