Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
8,325
+326
+4% +$25.8K 0.6% 80
2025
Q1
$718K Sell
7,999
-218
-3% -$19.6K 0.81% 65
2024
Q4
$817K Buy
+8,217
New +$817K 0.73% 72
2021
Q4
Sell
-6,569
Closed -$493K 123
2021
Q3
$493K Sell
6,569
-11,179
-63% -$840K 0.23% 81
2021
Q2
$1.38M Sell
17,748
-2,739
-13% -$213K 0.47% 74
2021
Q1
$1.51M Sell
20,487
-4,226
-17% -$311K 0.54% 71
2020
Q4
$1.9M Buy
+24,713
New +$1.9M 0.93% 49