Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
3,733
-169
-4% -$12.6K 0.01% 630
2025
Q1
$264K Sell
3,902
-309
-7% -$20.9K 0.01% 596
2024
Q4
$261K Buy
+4,211
New +$261K 0.01% 567
2022
Q2
Sell
-5,961
Closed -$341K 480
2022
Q1
$341K Sell
5,961
-140
-2% -$8.01K 0.03% 374
2021
Q4
$405K Sell
6,101
-303
-5% -$20.1K 0.04% 342
2021
Q3
$446K Hold
6,404
0.05% 318
2021
Q2
$449K Sell
6,404
-1,161
-15% -$81.4K 0.05% 310
2021
Q1
$463K Buy
+7,565
New +$463K 0.06% 310