Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
2,090
-1,481
-41% -$187K 0.01% 1057
2025
Q1
$384K Sell
3,571
-1,694
-32% -$182K 0.01% 872
2024
Q4
$691K Buy
5,265
+1,222
+30% +$160K 0.02% 638
2024
Q3
$435K Buy
4,043
+1,985
+96% +$213K 0.01% 838
2024
Q2
$218K Sell
2,058
-24
-1% -$2.55K 0.01% 1108
2024
Q1
$254K Buy
+2,082
New +$254K 0.01% 1034
2022
Q1
Sell
-2,353
Closed -$108K 2088
2021
Q4
$108K Buy
+2,353
New +$108K 0.01% 818