Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$670K Sell
3,815
-1,629
-30% -$286K 0.08% 317
2025
Q1
$985K Buy
5,444
+4,231
+349% +$766K 0.15% 160
2024
Q4
$254K Buy
+1,213
New +$254K 0.03% 630
2023
Q1
Sell
-1,045
Closed -$239K 1641
2022
Q4
$239K Buy
+1,045
New +$239K 0.01% 689
2022
Q3
Sell
-1,534
Closed -$279K 1615
2022
Q2
$279K Buy
+1,534
New +$279K 0.01% 561
2020
Q4
Sell
-1,284
Closed -$234K 874
2020
Q3
$234K Buy
+1,284
New +$234K ﹤0.01% 325
2019
Q1
Sell
-4,356
Closed -$550K 1132
2018
Q4
$550K Buy
+4,356
New +$550K 0.01% 275