Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
4,362
-11,464
-72% -$1.56M 0.11% 130
2025
Q1
$1.34M Buy
15,826
+7,859
+99% +$663K 0.28% 71
2024
Q4
$603K Buy
+7,967
New +$603K 0.13% 113
2023
Q2
Sell
-14,799
Closed -$125K 281
2023
Q1
$125K Buy
14,799
+1,864
+14% +$15.8K 0.03% 254
2022
Q4
$117K Buy
+12,935
New +$117K 0.03% 233
2022
Q3
Sell
-12,938
Closed -$117K 259
2022
Q2
$117K Buy
+12,938
New +$117K 0.03% 233
2021
Q1
Sell
-47,538
Closed -$1.13M 274
2020
Q4
$1.13M Buy
+47,538
New +$1.13M 0.33% 71