Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2,541
-3,464
-58% -$393K 0.2% 46
2025
Q1
$794K Sell
6,005
-74
-1% -$9.79K 0.59% 23
2024
Q4
$515K Sell
6,079
-1,032
-15% -$87.5K 0.41% 29
2024
Q3
$755K Buy
7,111
+245
+4% +$26K 0.62% 24
2024
Q2
$494K Sell
6,866
-1,204
-15% -$86.7K 0.46% 26
2024
Q1
$584K Buy
+8,070
New +$584K 0.28% 53
2020
Q4
Sell
-1,045
Closed -$307K 88
2020
Q3
$307K Hold
1,045
0.25% 51
2020
Q2
$225K Buy
+1,045
New +$225K 0.19% 71