Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
35,000
-5,000
-13% -$32.5K 0.08% 25
2025
Q1
$234K Buy
40,000
+2,461
+7% +$14.4K 0.14% 38
2024
Q4
$261K Buy
37,539
+7,539
+25% +$52.5K 0.1% 37
2024
Q3
$171K Buy
30,000
+15,000
+100% +$85.4K 0.07% 29
2024
Q2
$108K Buy
+15,000
New +$108K 0.07% 40
2024
Q1
Hold
0
50
2023
Q1
Sell
-47,999
Closed -$106K 27
2022
Q4
$106K Hold
47,999
0.04% 24
2022
Q3
$168K Buy
47,999
+37,332
+350% +$131K 0.21% 19
2022
Q2
$102K Buy
10,667
+4,000
+60% +$38.2K 0.11% 22
2022
Q1
$111K Buy
+6,667
New +$111K 0.05% 34