Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
32,402
+2,858
+10% +$18.5K 0.01% 1668
2025
Q1
$173K Sell
29,544
-6,595
-18% -$38.6K 0.01% 1736
2024
Q4
$252K Sell
36,139
-23,083
-39% -$161K 0.02% 1349
2024
Q3
$337K Buy
+59,222
New +$337K 0.02% 1105
2024
Q1
Sell
-23,935
Closed -$87.6K 2142
2023
Q4
$87.6K Buy
+23,935
New +$87.6K 0.02% 1141
2022
Q4
Sell
-20,831
Closed -$73K 1356
2022
Q3
$73K Buy
+20,831
New +$73K 0.02% 991
2022
Q1
Sell
-3,841
Closed -$79K 851
2021
Q4
$79K Buy
+3,841
New +$79K 0.04% 504