Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
3,250
+1,007
+45% +$106K 0.01% 63
2025
Q1
$224K Buy
+2,243
New +$224K 0.01% 65
2024
Q4
Hold
0
82
2024
Q3
Hold
0
76
2024
Q2
Hold
0
90
2024
Q1
Hold
0
83
2023
Q3
$1.04M Buy
+10,518
New +$1.04M 0.05% 28
2023
Q2
Hold
0
76
2023
Q1
Sell
-3,356
Closed -$289K 82
2022
Q4
$289K Buy
+3,356
New +$289K 0.01% 51
2022
Q3
Hold
0
79
2022
Q2
Hold
0
75
2022
Q1
Sell
-11,700
Closed -$1.03M 71
2021
Q4
$1.03M Buy
+11,700
New +$1.03M 0.05% 49