Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
30,522
-35,372
-54% -$256K 0.01% 620
2025
Q1
$434K Sell
65,894
-1,557
-2% -$10.3K 0.02% 441
2024
Q4
$397K Hold
67,451
0.02% 477
2024
Q3
$431K Hold
67,451
0.02% 454
2024
Q2
$413K Buy
67,451
+35,372
+110% +$217K 0.02% 435
2024
Q1
$194K Buy
+32,079
New +$194K 0.01% 592
2020
Q2
Sell
-21,641
Closed -$50K 423
2020
Q1
$50K Buy
21,641
+6,940
+47% +$16K ﹤0.01% 373
2019
Q4
$61K Buy
+14,701
New +$61K ﹤0.01% 430