Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
+2,827
New +$120K 0.01% 884
2025
Q1
Sell
-4,604
Closed -$154K 894
2024
Q4
$154K Buy
+4,604
New +$154K 0.01% 743
2024
Q3
Sell
-11,764
Closed -$320K 839
2024
Q2
$320K Buy
+11,764
New +$320K 0.02% 484
2023
Q1
Sell
-5,799
Closed -$215K 904
2022
Q4
$215K Buy
5,799
+187
+3% +$6.93K 0.02% 584
2022
Q3
$172K Buy
5,612
+150
+3% +$4.6K 0.02% 655
2022
Q2
$190K Sell
5,462
-199
-4% -$6.92K 0.02% 632
2022
Q1
$231K Sell
5,661
-4,452
-44% -$182K 0.02% 627
2021
Q4
$596K Buy
+10,113
New +$596K 0.05% 393