Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.7K Buy
31,356
+15,870
+102% +$44.9K 0.01% 557
2025
Q1
$47.2K Buy
15,486
+2,479
+19% +$7.56K 0.01% 471
2024
Q4
$49.6K Buy
+13,007
New +$49.6K 0.01% 471
2023
Q2
Sell
-27,159
Closed -$244K 381
2023
Q1
$244K Buy
+27,159
New +$244K 0.13% 178
2022
Q4
Sell
-63,868
Closed -$713K 331
2022
Q3
$713K Buy
63,868
+52,627
+468% +$588K 0.25% 125
2022
Q2
$166K Buy
+11,241
New +$166K 0.07% 194