Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
50,993
-61,536
-55% -$124K ﹤0.01% 2492
2025
Q1
$304K Buy
112,529
+37,809
+51% +$102K ﹤0.01% 2182
2024
Q4
$245K Buy
+74,720
New +$245K ﹤0.01% 2297
2023
Q2
Sell
-43,054
Closed -$166K 2477
2023
Q1
$166K Buy
+43,054
New +$166K ﹤0.01% 1919
2022
Q3
Sell
-23,322
Closed -$129K 2163
2022
Q2
$129K Buy
+23,322
New +$129K ﹤0.01% 1835
2021
Q3
Sell
-10,500
Closed -$402K 2335
2021
Q2
$402K Buy
+10,500
New +$402K ﹤0.01% 1755