Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
35,618
-17,271
-33% -$129K 0.01% 1518
2025
Q1
$127K Sell
52,889
-22,821
-30% -$55K 0.01% 1815
2024
Q4
$105K Buy
+75,710
New +$105K 0.01% 1750
2024
Q2
Sell
-25,356
Closed -$50.7K 2454
2024
Q1
$50.7K Sell
25,356
-136,663
-84% -$273K 0.01% 1472
2023
Q4
$365K Buy
162,019
+145,216
+864% +$327K 0.08% 479
2023
Q3
$67.4K Buy
+16,803
New +$67.4K 0.01% 1238
2022
Q4
Sell
-49,122
Closed -$90K 1502
2022
Q3
$90K Buy
49,122
+35,507
+261% +$65.1K 0.02% 966
2022
Q2
$34K Buy
+13,615
New +$34K 0.01% 785