Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,690
Closed -$200K 1147
2025
Q1
$200K Buy
22,690
+4,580
+25% +$40.3K 0.01% 1141
2024
Q4
$165K Buy
18,110
+7,232
+66% +$65.7K 0.02% 826
2024
Q3
$98.3K Buy
+10,878
New +$98.3K 0.01% 919
2023
Q1
Sell
-1,054
Closed -$7.5K 1163
2022
Q4
$7.5K Sell
1,054
-664
-39% -$4.73K ﹤0.01% 799
2022
Q3
$13K Buy
1,718
+472
+38% +$3.57K ﹤0.01% 685
2022
Q2
$8K Sell
1,246
-12,233
-91% -$78.5K ﹤0.01% 555
2022
Q1
$98K Buy
13,479
+8,350
+163% +$60.7K 0.02% 503
2021
Q4
$40K Buy
5,129
+3,233
+171% +$25.2K 0.01% 488
2021
Q3
$13K Buy
+1,896
New +$13K ﹤0.01% 924