Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
13,488
-307
-2% -$11.8K 0.01% 393
2025
Q1
$534K Buy
13,795
+398
+3% +$15.4K 0.01% 342
2024
Q4
$453K Buy
13,397
+8,396
+168% +$284K 0.01% 418
2024
Q3
$204K Buy
+5,001
New +$204K ﹤0.01% 713
2023
Q1
Sell
-8,583
Closed -$302K 633
2022
Q4
$302K Sell
8,583
-225
-3% -$7.91K 0.01% 395
2022
Q3
$259K Buy
+8,808
New +$259K 0.01% 398
2022
Q2
Sell
-8,386
Closed -$456K 609
2022
Q1
$456K Buy
8,386
+8
+0.1% +$435 0.02% 259
2021
Q4
$462K Buy
+8,378
New +$462K 0.02% 267