Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
24,630
+11,228
+84% +$101K 0.01% 1638
2025
Q1
$117K Sell
13,402
-42,715
-76% -$372K 0.01% 1836
2024
Q4
$467K Sell
56,117
-23,063
-29% -$192K 0.04% 810
2024
Q3
$470K Sell
79,180
-8,699
-10% -$51.6K 0.03% 864
2024
Q2
$462K Buy
87,879
+66,401
+309% +$349K 0.04% 696
2024
Q1
$117K Buy
+21,478
New +$117K 0.02% 1333
2021
Q4
Sell
-10,902
Closed -$205K 650
2021
Q3
$205K Buy
+10,902
New +$205K 0.07% 491