Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
+600
New +$162K 0.13% 49
2023
Q1
Sell
-580
Closed -$87K 173
2022
Q4
$87K Hold
580
0.09% 59
2022
Q3
$84K Hold
580
0.1% 57
2022
Q2
$89K Hold
580
0.1% 59
2022
Q1
$102K Hold
580
0.11% 56
2021
Q4
$136K Buy
580
+300
+107% +$70.3K 0.14% 54
2021
Q3
$58K Hold
280
0.06% 80
2021
Q2
$58K Sell
280
-294
-51% -$60.9K 0.07% 81
2021
Q1
$123K Buy
+574
New +$123K 0.15% 54