Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
63,668
+11,758
+23% +$59.1K ﹤0.01% 911
2025
Q1
$235K Buy
+51,910
New +$235K ﹤0.01% 968
2024
Q2
Sell
-172,625
Closed -$542K 1112
2024
Q1
$542K Buy
172,625
+159,626
+1,228% +$501K ﹤0.01% 754
2023
Q4
$43.8K Sell
12,999
-126,200
-91% -$425K ﹤0.01% 1071
2023
Q3
$493K Sell
139,199
-206,785
-60% -$732K ﹤0.01% 777
2023
Q2
$1.19M Sell
345,984
-289
-0.1% -$991 0.01% 558
2023
Q1
$1.04M Buy
346,273
+315,448
+1,023% +$949K 0.01% 577
2022
Q4
$99.3K Sell
30,825
-41,915
-58% -$135K ﹤0.01% 1035
2022
Q3
$191K Buy
+72,740
New +$191K ﹤0.01% 958