Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
47,829
+18,301
+62% +$79.4K 0.01% 1676
2025
Q1
$147K Buy
29,528
+6,001
+26% +$29.9K 0.01% 1770
2024
Q4
$152K Buy
+23,527
New +$152K 0.01% 1649
2023
Q2
Sell
-29,529
Closed -$273K 1646
2023
Q1
$273K Buy
29,529
+12,487
+73% +$116K 0.06% 728
2022
Q4
$219K Sell
17,042
-15,611
-48% -$201K 0.05% 788
2022
Q3
$300K Buy
+32,653
New +$300K 0.07% 505
2021
Q2
Sell
-10,067
Closed -$97K 978
2021
Q1
$97K Buy
+10,067
New +$97K 0.05% 568