Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
16,700
+6,822
+69% +$184K 0.01% 847
2025
Q1
$342K Buy
9,878
+2,331
+31% +$80.7K 0.01% 901
2024
Q4
$303K Buy
+7,547
New +$303K 0.01% 941
2024
Q3
Sell
-3,822
Closed -$203K 1115
2024
Q2
$203K Buy
+3,822
New +$203K ﹤0.01% 1030
2020
Q3
Sell
-8,473
Closed -$345K 350
2020
Q2
$345K Sell
8,473
-229
-3% -$9.32K 0.2% 147
2020
Q1
$254K Buy
8,702
+119
+1% +$3.47K 0.21% 148
2019
Q4
$470K Buy
+8,583
New +$470K 0.35% 97