Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+6,198
New +$209K 0.01% 110
2025
Q1
Sell
-6,198
Closed -$264K 112
2024
Q4
$264K Buy
+6,198
New +$264K 0.02% 90
2024
Q1
Sell
-7,483
Closed -$269K 96
2023
Q4
$269K Buy
+7,483
New +$269K 0.02% 85
2023
Q1
Sell
-7,483
Closed -$241K 91
2022
Q4
$241K Hold
7,483
0.02% 83
2022
Q3
$425K Sell
7,483
-6,565
-47% -$373K 0.04% 67
2022
Q2
$477K Hold
14,048
0.04% 68
2022
Q1
$516K Hold
14,048
0.04% 72
2021
Q4
$720K Buy
+14,048
New +$720K 0.05% 67