Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Sell
2,417
-805
-25% -$237K 0.61% 58
2025
Q1
$801K Hold
3,222
0.72% 49
2024
Q4
$708K Sell
3,222
-50
-2% -$11K 0.57% 57
2024
Q3
$723K Sell
3,272
-70
-2% -$15.5K 0.6% 54
2024
Q2
$578K Buy
3,342
+50
+2% +$8.65K 0.48% 64
2024
Q1
$629K Buy
+3,292
New +$629K 0.52% 63
2022
Q1
Sell
-274
Closed -$37K 147
2021
Q4
$37K Sell
274
-3,046
-92% -$411K 0.03% 123
2021
Q3
$441K Sell
3,320
-226
-6% -$30K 0.35% 78
2021
Q2
$497K Sell
3,546
-141
-4% -$19.8K 0.38% 78
2021
Q1
$470K Sell
3,687
-2,207
-37% -$281K 0.39% 78
2020
Q4
$709K Buy
+5,894
New +$709K 0.68% 57