Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,740
Closed -$242K 906
2025
Q1
$242K Sell
8,740
-32,374
-79% -$896K 0.01% 720
2024
Q4
$1.34M Buy
41,114
+2,736
+7% +$89.3K 0.02% 631
2024
Q3
$1.38M Buy
38,378
+31,086
+426% +$1.12M 0.05% 275
2024
Q2
$255K Buy
+7,292
New +$255K 0.01% 611
2023
Q3
Sell
-8,418
Closed -$259K 671
2023
Q2
$259K Buy
+8,418
New +$259K 0.01% 561
2019
Q2
Sell
-15,686
Closed -$305K 430
2019
Q1
$305K Buy
15,686
+2,659
+20% +$51.7K 0.04% 311
2018
Q4
$267K Buy
13,027
+2,609
+25% +$53.5K 0.05% 311
2018
Q3
$260K Buy
+10,418
New +$260K 0.05% 273