Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Buy
+11,662
New +$40K 0.01% 134
2023
Q1
Sell
-11,196
Closed -$109K 319
2022
Q4
$109K Buy
+11,196
New +$109K 0.04% 240
2020
Q4
Sell
-52,398
Closed -$1.11M 272
2020
Q3
$1.11M Buy
+52,398
New +$1.11M 0.23% 64
2019
Q2
Sell
-18,156
Closed -$93K 92
2019
Q1
$93K Buy
+18,156
New +$93K 0.03% 87