Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
16,763
+309
+2% +$4.33K 0.01% 1072
2025
Q1
$208K Sell
16,454
-209
-1% -$2.64K 0.01% 1019
2024
Q4
$241K Sell
16,663
-14,536
-47% -$210K 0.01% 964
2024
Q3
$325K Buy
31,199
+613
+2% +$6.39K 0.01% 859
2024
Q2
$499K Buy
30,586
+4,117
+16% +$67.1K 0.02% 694
2024
Q1
$290K Buy
+26,469
New +$290K 0.01% 881
2023
Q4
Sell
-12,586
Closed -$306K 1060
2023
Q3
$306K Buy
+12,586
New +$306K 0.01% 768
2022
Q2
Sell
-4,016
Closed -$202K 888
2022
Q1
$202K Buy
4,016
+1,232
+44% +$62K 0.01% 828
2021
Q4
$289K Buy
+2,784
New +$289K 0.02% 753