Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
1,405
+610
+77% +$194K 0.08% 416
2025
Q1
$206K Sell
795
-305
-28% -$79K 0.03% 652
2024
Q4
$444K Buy
+1,100
New +$444K 0.08% 432
2024
Q3
Sell
-1,179
Closed -$233K 988
2024
Q2
$233K Sell
1,179
-3,803
-76% -$753K 0.04% 614
2024
Q1
$876K Buy
+4,982
New +$876K 0.18% 167
2023
Q1
Sell
-11,565
Closed -$1.42M 879
2022
Q4
$1.42M Buy
+11,565
New +$1.42M 0.12% 76
2022
Q1
Sell
-1,212
Closed -$427K 703
2021
Q4
$427K Buy
+1,212
New +$427K 0.01% 311
2019
Q2
Sell
-11,580
Closed -$216K 342
2019
Q1
$216K Buy
+11,580
New +$216K 0.02% 253