Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,316
Closed -$57K 1942
2025
Q1
$57K Sell
8,316
-14,415
-63% -$98.9K 0.01% 1402
2024
Q4
$304K Buy
22,731
+12,169
+115% +$163K 0.04% 547
2024
Q3
$129K Buy
+10,562
New +$129K 0.02% 975
2022
Q4
Sell
-7,491
Closed -$151K 1634
2022
Q3
$151K Buy
7,491
+587
+9% +$11.8K 0.07% 347
2022
Q2
$154K Buy
6,904
+2,840
+70% +$63.3K 0.1% 243
2022
Q1
$70K Sell
4,064
-3,647
-47% -$62.8K 0.04% 837
2021
Q4
$145K Buy
+7,711
New +$145K 0.07% 386