Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,670
Closed -$118K 1991
2025
Q1
$118K Sell
21,670
-11,019
-34% -$59.9K 0.02% 1091
2024
Q4
$162K Buy
32,689
+7,635
+30% +$37.8K 0.02% 962
2024
Q3
$131K Buy
25,054
+19,881
+384% +$104K 0.02% 964
2024
Q2
$35.5K Sell
5,173
-16,943
-77% -$116K 0.01% 1457
2024
Q1
$227K Buy
22,116
+5,516
+33% +$56.7K 0.04% 514
2023
Q4
$138K Buy
+16,600
New +$138K 0.03% 786