Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
1,273
-296
-19% -$46.6K 0.06% 167
2025
Q1
$277K Hold
1,569
0.07% 164
2024
Q4
$308K Buy
1,569
+617
+65% +$121K 0.05% 137
2024
Q3
$226K Hold
952
0.05% 149
2024
Q2
$201K Buy
952
+106
+13% +$22.4K 0.05% 175
2024
Q1
$214K Buy
+846
New +$214K 0.04% 197
2020
Q4
Sell
-661
Closed -$104K 341
2020
Q3
$104K Sell
661
-9,561
-94% -$1.5M 0.03% 125
2020
Q2
$1.45M Buy
+10,222
New +$1.45M 0.36% 59