Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
1,533
+198
+15% +$65.7K 0.01% 1310
2025
Q1
$466K Sell
1,335
-4,924
-79% -$1.72M 0.01% 1240
2024
Q4
$2.12M Buy
6,259
+5,129
+454% +$1.74M 0.03% 715
2024
Q3
$353K Sell
1,130
-4,127
-79% -$1.29M 0.01% 1207
2024
Q2
$1.4M Buy
5,257
+4,309
+455% +$1.15M 0.02% 746
2024
Q1
$292K Buy
+948
New +$292K 0.01% 1216
2020
Q2
Sell
-4,142
Closed -$1.19M 170
2020
Q1
$1.19M Hold
4,142
0.43% 92
2019
Q4
$1.19M Buy
+4,142
New +$1.19M 0.43% 92