Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-58,130
Closed -$112K 2318
2025
Q1
$112K Buy
58,130
+22,979
+65% +$44.4K 0.01% 1843
2024
Q4
$180K Buy
+35,151
New +$180K 0.01% 1582
2022
Q2
Sell
-36,742
Closed -$100K 834
2022
Q1
$100K Buy
+36,742
New +$100K 0.04% 517