Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
27,237
+8,681
+47% +$38.2K 0.01% 1011
2025
Q1
$78K Sell
18,556
-8,059
-30% -$33.9K ﹤0.01% 956
2024
Q4
$121K Buy
26,615
+1,930
+8% +$8.77K 0.01% 981
2024
Q3
$167K Buy
+24,685
New +$167K 0.01% 827
2024
Q2
Sell
-25,426
Closed -$199K 1851
2024
Q1
$199K Buy
+25,426
New +$199K 0.02% 791
2022
Q4
Sell
-13,496
Closed -$213K 2106
2022
Q3
$213K Buy
+13,496
New +$213K 0.02% 829
2021
Q1
Sell
-17,032
Closed -$151K 2002
2020
Q4
$151K Buy
+17,032
New +$151K 0.02% 946
2020
Q3
Sell
-115,875
Closed -$893K 1485
2020
Q2
$893K Buy
+115,875
New +$893K 0.1% 213
2019
Q3
Sell
-9,675
Closed -$240K 1809
2019
Q2
$240K Buy
+9,675
New +$240K 0.01% 910
2017
Q4
Sell
-7,437
Closed -$205K 2973
2017
Q3
$205K Buy
+7,437
New +$205K 0.01% 1827