Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
13,741
-15,912
-54% -$571K 0.03% 931
2025
Q1
$871K Buy
29,653
+3,113
+12% +$91.4K 0.08% 427
2024
Q4
$1.06M Buy
26,540
+12,583
+90% +$503K 0.08% 372
2024
Q3
$605K Sell
13,957
-14,853
-52% -$644K 0.05% 800
2024
Q2
$1.02M Buy
+28,810
New +$1.02M 0.07% 485
2022
Q4
Sell
-3,382
Closed -$218K 1949
2022
Q3
$218K Buy
+3,382
New +$218K 0.03% 1166
2021
Q2
Sell
-5,125
Closed -$266K 1634
2021
Q1
$266K Buy
+5,125
New +$266K 0.04% 721