Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
43,998
+18,914
+75% +$66.6K 0.02% 985
2025
Q1
$80.5K Buy
25,084
+11,153
+80% +$35.8K 0.01% 948
2024
Q4
$42.8K Buy
+13,931
New +$42.8K 0.01% 1019
2024
Q2
Sell
-28,350
Closed -$129K 1810
2024
Q1
$129K Buy
28,350
+3,253
+13% +$14.8K ﹤0.01% 962
2023
Q4
$91.9K Buy
+25,097
New +$91.9K ﹤0.01% 972
2021
Q4
Sell
-12,932
Closed -$108K 1206
2021
Q3
$108K Buy
+12,932
New +$108K ﹤0.01% 622
2020
Q1
Hold
0
936
2019
Q4
Sell
-13,490
Closed -$319K 1023
2019
Q3
$319K Buy
+13,490
New +$319K ﹤0.01% 380
2019
Q2
Hold
0
1093
2019
Q1
Hold
0
1120