Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
3,041
-678
-18% -$85.6K ﹤0.01% 854
2025
Q1
$400K Buy
3,719
+1,741
+88% +$187K ﹤0.01% 848
2024
Q4
$259K Buy
+1,978
New +$259K ﹤0.01% 945
2022
Q4
Sell
-10,451
Closed -$276K 1138
2022
Q3
$276K Sell
10,451
-25,153
-71% -$664K ﹤0.01% 874
2022
Q2
$1.02M Buy
+35,604
New +$1.02M 0.01% 538
2021
Q2
Sell
-64,319
Closed -$2.74M 1188
2021
Q1
$2.74M Sell
64,319
-8,946
-12% -$381K 0.02% 348
2020
Q4
$3.05M Buy
+73,265
New +$3.05M 0.02% 310