Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
51,917
-30,320
-37% -$205K 0.04% 540
2025
Q1
$424K Sell
82,237
-4,860
-6% -$25K 0.06% 321
2024
Q4
$496K Buy
87,097
+50,514
+138% +$288K 0.06% 267
2024
Q3
$254K Buy
36,583
+29,733
+434% +$206K 0.04% 547
2024
Q2
$41K Sell
6,850
-21,643
-76% -$130K 0.01% 1395
2024
Q1
$136K Buy
28,493
+22,918
+411% +$109K 0.02% 819
2023
Q4
$36.7K Buy
+5,575
New +$36.7K 0.01% 1442
2021
Q4
Sell
-62
Closed -$2K 1882
2021
Q3
$2K Buy
+62
New +$2K ﹤0.01% 1153