Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
16,000
-7,000
-30% -$76K 0.01% 341
2025
Q1
$231K Buy
23,000
+7,000
+44% +$70.2K 0.01% 340
2024
Q4
$158K Hold
16,000
0.01% 379
2024
Q3
$169K Sell
16,000
-100
-0.6% -$1.06K 0.01% 380
2024
Q2
$202K Buy
+16,100
New +$202K 0.01% 347
2022
Q4
Sell
-69,646
Closed -$780K 225
2022
Q3
$780K Buy
+69,646
New +$780K 0.08% 168