Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+12,039
New +$250K 0.01% 593
2023
Q2
Sell
-23,499
Closed -$266K 574
2023
Q1
$266K Buy
+23,499
New +$266K 0.01% 463
2022
Q1
Sell
-15,717
Closed -$197K 523
2021
Q4
$197K Buy
15,717
+288
+2% +$3.61K 0.01% 525
2021
Q3
$211K Buy
15,429
+237
+2% +$3.24K 0.01% 503
2021
Q2
$212K Buy
15,192
+526
+4% +$7.34K 0.01% 484
2021
Q1
$182K Sell
14,666
-347
-2% -$4.31K 0.01% 465
2020
Q4
$166K Sell
15,013
-424
-3% -$4.69K 0.01% 456
2020
Q3
$148K Buy
15,437
+5,078
+49% +$48.7K 0.01% 420
2020
Q2
$101K Sell
10,359
-1,055
-9% -$10.3K 0.01% 414
2020
Q1
$89K Buy
+11,414
New +$89K 0.01% 369