Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
12,197
+26
+0.2% +$270 ﹤0.01% 819
2025
Q1
$125K Sell
12,171
-66,392
-85% -$683K ﹤0.01% 808
2024
Q4
$750K Buy
78,563
+66,792
+567% +$637K ﹤0.01% 565
2024
Q3
$125K Sell
11,771
-1,754
-13% -$18.6K ﹤0.01% 796
2024
Q2
$112K Sell
13,525
-613
-4% -$5.06K ﹤0.01% 790
2024
Q1
$120K Sell
14,138
-1,115
-7% -$9.47K ﹤0.01% 786
2023
Q4
$126K Buy
15,253
+153
+1% +$1.26K ﹤0.01% 760
2023
Q3
$126K Buy
15,100
+135
+0.9% +$1.13K ﹤0.01% 730
2023
Q2
$125K Buy
+14,965
New +$125K ﹤0.01% 741
2022
Q4
Sell
-61,715
Closed -$376K 806
2022
Q3
$376K Buy
+61,715
New +$376K ﹤0.01% 595