Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Buy
21,221
+3,764
+22% +$9.58K ﹤0.01% 1989
2025
Q1
$38K Buy
+17,457
New +$38K ﹤0.01% 2028
2024
Q3
Sell
-19,344
Closed -$180K 3049
2024
Q2
$180K Buy
19,344
+5,379
+39% +$50.1K ﹤0.01% 1515
2024
Q1
$172K Sell
13,965
-8,167
-37% -$101K ﹤0.01% 1688
2023
Q4
$241K Sell
22,132
-85,654
-79% -$933K ﹤0.01% 1562
2023
Q3
$862K Buy
107,786
+76,916
+249% +$615K 0.01% 982
2023
Q2
$296K Sell
30,870
-79,422
-72% -$762K ﹤0.01% 1484
2023
Q1
$1.32M Buy
+110,292
New +$1.32M 0.02% 764
2022
Q2
Sell
-38,469
Closed -$239K 3649
2022
Q1
$239K Sell
38,469
-35,407
-48% -$220K ﹤0.01% 2145
2021
Q4
$669K Buy
+73,876
New +$669K ﹤0.01% 1356