Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
80,223
-191,808
-71% -$840K ﹤0.01% 1446
2025
Q1
$1.07M Buy
272,031
+57,522
+27% +$225K 0.02% 969
2024
Q4
$1.14M Buy
+214,509
New +$1.14M 0.02% 934
2023
Q3
Sell
-12,933
Closed -$29.2K 1247
2023
Q2
$29.2K Buy
+12,933
New +$29.2K ﹤0.01% 1117
2022
Q2
Sell
-409,149
Closed -$4.61M 312
2022
Q1
$4.61M Buy
+409,149
New +$4.61M 0.5% 53