Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
22,854
+1,829
+9% +$8.74K 0.01% 490
2025
Q1
$182K Buy
21,025
+6,799
+48% +$58.9K 0.02% 415
2024
Q4
$173K Buy
14,226
+1,304
+10% +$15.8K 0.02% 385
2024
Q3
$217K Sell
12,922
-585
-4% -$9.83K 0.03% 362
2024
Q2
$211K Buy
13,507
+2,361
+21% +$36.9K 0.03% 318
2024
Q1
$176K Buy
+11,146
New +$176K 0.02% 343
2023
Q4
Sell
-32,920
Closed -$610K 361
2023
Q3
$610K Buy
+32,920
New +$610K 0.11% 107
2021
Q1
Sell
-604
Closed -$24K 499
2020
Q4
$24K Buy
+604
New +$24K 0.01% 365