Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,206
Closed -$183K 757
2025
Q1
$183K Sell
20,206
-6,658
-25% -$60.2K 0.01% 683
2024
Q4
$259K Buy
26,864
+8,699
+48% +$83.9K 0.02% 612
2024
Q3
$185K Buy
+18,165
New +$185K 0.02% 665
2022
Q3
Sell
-15,814
Closed -$182K 938
2022
Q2
$182K Buy
+15,814
New +$182K 0.02% 837