Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
4,460
-91
-2% -$6.78K ﹤0.01% 365
2025
Q1
$286K Sell
4,551
-73
-2% -$4.59K ﹤0.01% 379
2024
Q4
$263K Sell
4,624
-83
-2% -$4.73K ﹤0.01% 381
2024
Q3
$277K Buy
4,707
+293
+7% +$17.2K ﹤0.01% 377
2024
Q2
$238K Buy
4,414
+451
+11% +$24.3K ﹤0.01% 402
2024
Q1
$229K Buy
+3,963
New +$229K ﹤0.01% 414
2023
Q4
Sell
-3,918
Closed -$200K 444
2023
Q3
$200K Buy
+3,918
New +$200K ﹤0.01% 439
2020
Q3
$13.4M Buy
465,274
+52,901
+13% +$1.52M 0.96% 17
2020
Q2
$11M Buy
412,373
+262,429
+175% +$7.03M 1.03% 21
2020
Q1
$3.52M Buy
+149,944
New +$3.52M 0.5% 78
2019
Q3
Sell
-15,276
Closed -$452K 166
2019
Q2
$452K Buy
+15,276
New +$452K 0.07% 101