Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
4,708
-12,600
-73% -$589K 0.01% 950
2025
Q1
$654K Buy
17,308
+2,658
+18% +$100K 0.02% 580
2024
Q4
$677K Buy
14,650
+5,250
+56% +$243K 0.02% 569
2024
Q3
$497K Buy
+9,400
New +$497K 0.02% 700
2024
Q2
Sell
-5,022
Closed -$323K 1273
2024
Q1
$323K Hold
5,022
0.01% 804
2023
Q4
$289K Hold
5,022
0.01% 861
2023
Q3
$289K Buy
+5,022
New +$289K 0.01% 846
2022
Q2
Sell
-1,002
Closed -$36K 1465
2022
Q1
$36K Hold
1,002
﹤0.01% 1211
2021
Q4
$44K Buy
+1,002
New +$44K ﹤0.01% 1198