Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.9K Buy
18,763
+6,432
+52% +$23.3K ﹤0.01% 5392
2025
Q1
$44.3K Buy
+12,331
New +$44.3K ﹤0.01% 5397
2024
Q2
Sell
-16,833
Closed -$59.9K 6259
2024
Q1
$59.9K Buy
+16,833
New +$59.9K ﹤0.01% 5272
2023
Q2
Sell
-19,592
Closed -$79K 6042
2023
Q1
$79K Sell
19,592
-1,973
-9% -$7.95K ﹤0.01% 5005
2022
Q4
$94K Sell
21,565
-13,754
-39% -$60K ﹤0.01% 5041
2022
Q3
$129K Buy
35,319
+22,786
+182% +$83.2K ﹤0.01% 5024
2022
Q2
$40K Buy
+12,533
New +$40K ﹤0.01% 5565
2021
Q4
Sell
-23,627
Closed -$87K 6728
2021
Q3
$87K Sell
23,627
-11,327
-32% -$41.7K ﹤0.01% 5934
2021
Q2
$135K Buy
34,954
+267
+0.8% +$1.03K ﹤0.01% 5808
2021
Q1
$160K Buy
+34,687
New +$160K ﹤0.01% 5562