Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
7,959
-44
-0.5% -$6K 0.26% 117
2025
Q1
$675K Sell
8,003
-4,937
-38% -$417K 0.18% 149
2024
Q4
$979K Sell
12,940
-24,971
-66% -$1.89M 0.25% 124
2024
Q3
$1.41M Buy
37,911
+10,502
+38% +$391K 0.36% 82
2024
Q2
$694K Buy
+27,409
New +$694K 0.18% 154
2022
Q3
Sell
-100
Closed -$1K 479
2022
Q2
$1K Hold
100
﹤0.01% 447
2022
Q1
$1K Hold
100
﹤0.01% 518
2021
Q4
$2K Hold
100
﹤0.01% 471
2021
Q3
$2K Hold
100
﹤0.01% 466
2021
Q2
$3K Hold
100
﹤0.01% 403
2021
Q1
$2K Hold
100
﹤0.01% 387
2020
Q4
$2K Buy
+100
New +$2K ﹤0.01% 367