Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
2,483
-346
-12% -$30.9K 0.01% 617
2025
Q1
$215K Buy
2,829
+187
+7% +$14.2K 0.01% 584
2024
Q4
$204K Buy
+2,642
New +$204K 0.01% 596
2022
Q1
Sell
-21,768
Closed -$1.52M 591
2021
Q4
$1.52M Hold
21,768
0.05% 233
2021
Q3
$1.4M Buy
21,768
+8,769
+67% +$564K 0.05% 243
2021
Q2
$762K Buy
+12,999
New +$762K 0.03% 344