Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.3K Buy
+549
New +$13.3K ﹤0.01% 184
2024
Q3
Sell
-12,469
Closed -$349K 118
2024
Q2
$349K Buy
12,469
+2,200
+21% +$61.6K 0.09% 86
2024
Q1
$285K Buy
+10,269
New +$285K 0.07% 102
2023
Q4
Sell
-7,289
Closed -$242K 131
2023
Q3
$242K Sell
7,289
-320
-4% -$10.6K 0.08% 108
2023
Q2
$279K Buy
+7,609
New +$279K 0.05% 97
2022
Q1
Sell
-6,022
Closed -$356K 163
2021
Q4
$356K Buy
6,022
+334
+6% +$19.7K 0.11% 101
2021
Q3
$245K Hold
5,688
0.08% 102
2021
Q2
$223K Sell
5,688
-146
-3% -$5.72K 0.07% 118
2021
Q1
$211K Sell
5,834
-82
-1% -$2.97K 0.07% 110
2020
Q4
$218K Buy
+5,916
New +$218K 0.07% 105