Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
32,841
+5,811
+21% +$82.2K ﹤0.01% 1195
2025
Q1
$322K Buy
27,030
+10,483
+63% +$125K ﹤0.01% 1156
2024
Q4
$168K Buy
16,547
+787
+5% +$8K ﹤0.01% 1229
2024
Q3
$148K Buy
15,760
+3,010
+24% +$28.2K ﹤0.01% 1085
2024
Q2
$102K Buy
+12,750
New +$102K ﹤0.01% 953
2023
Q1
Sell
-11,956
Closed -$77.2K 905
2022
Q4
$77.2K Sell
11,956
-963
-7% -$6.22K ﹤0.01% 782
2022
Q3
$64K Sell
12,919
-97
-0.7% -$481 ﹤0.01% 818
2022
Q2
$76K Buy
13,016
+2,356
+22% +$13.8K ﹤0.01% 776
2022
Q1
$65K Buy
+10,660
New +$65K ﹤0.01% 798
2021
Q1
Sell
-287,857
Closed -$1.4M 492
2020
Q4
$1.4M Buy
+287,857
New +$1.4M 0.06% 145