Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$195K Sell
2,832
-2,754
-49% -$190K 0.02% 933
2025
Q1
$385K Buy
5,586
+2,471
+79% +$170K 0.05% 386
2024
Q4
$192K Buy
+3,115
New +$192K 0.02% 860
2024
Q3
Sell
-3,410
Closed -$181K 1759
2024
Q2
$181K Buy
+3,410
New +$181K 0.03% 650
2022
Q1
Sell
-1,056
Closed -$72K 1861
2021
Q4
$72K Buy
1,056
+79
+8% +$5.39K 0.03% 875
2021
Q3
$61K Sell
977
-43
-4% -$2.69K 0.04% 690
2021
Q2
$62K Buy
+1,020
New +$62K 0.04% 664