Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
1,806
-1,146
-39% -$407K 0.07% 93
2025
Q1
$1.03M Buy
2,952
+2,056
+229% +$721K 0.11% 84
2024
Q4
$283K Buy
+896
New +$283K 0.03% 104
2023
Q2
Sell
-1,855
Closed -$418K 121
2023
Q1
$418K Sell
1,855
-2,914
-61% -$657K 0.05% 94
2022
Q4
$991K Sell
4,769
-2,231
-32% -$464K 0.12% 58
2022
Q3
$1.26M Sell
7,000
-1,000
-13% -$180K 0.15% 58
2022
Q2
$1.49M Buy
+8,000
New +$1.49M 0.14% 65
2018
Q2
Sell
-1,800
Closed -$217K 116
2018
Q1
$217K Buy
+1,800
New +$217K 0.03% 102