Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
29,305
+2,397
+9% +$12.4K ﹤0.01% 1385
2025
Q1
$142K Buy
26,908
+10,794
+67% +$56.9K ﹤0.01% 1187
2024
Q4
$71.4K Buy
+16,114
New +$71.4K ﹤0.01% 937
2022
Q4
Sell
-13,808
Closed -$59K 761
2022
Q3
$59K Sell
13,808
-1,002
-7% -$4.28K ﹤0.01% 706
2022
Q2
$68K Sell
14,810
-1,443
-9% -$6.63K 0.01% 709
2022
Q1
$89K Sell
16,253
-2,585
-14% -$14.2K 0.01% 783
2021
Q4
$117K Sell
18,838
-390
-2% -$2.42K 0.01% 807
2021
Q3
$109K Buy
+19,228
New +$109K 0.01% 458
2021
Q2
Sell
-10,830
Closed -$43K 754
2021
Q1
$43K Sell
10,830
-4,075
-27% -$16.2K ﹤0.01% 659
2020
Q4
$58K Sell
14,905
-22,661
-60% -$88.2K 0.01% 623
2020
Q3
$147K Buy
+37,566
New +$147K 0.01% 699