Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.3K Buy
+12,107
New +$55.3K ﹤0.01% 1668
2023
Q4
Sell
-7,107
Closed -$161K 1736
2023
Q3
$161K Buy
7,107
+2,635
+59% +$59.5K 0.01% 1590
2023
Q2
$143K Buy
4,472
+1,583
+55% +$50.7K 0.01% 1591
2023
Q1
$86.2K Buy
+2,889
New +$86.2K ﹤0.01% 1456
2022
Q4
Sell
-726
Closed -$29K 1529
2022
Q3
$29K Buy
+726
New +$29K ﹤0.01% 1516
2022
Q2
Sell
-9,843
Closed -$475K 1570
2022
Q1
$475K Buy
+9,843
New +$475K 0.02% 836
2021
Q3
Sell
-11,550
Closed -$1.25M 1067
2021
Q2
$1.25M Buy
+11,550
New +$1.25M 0.12% 226
2021
Q1
Sell
-4,505
Closed -$281K 903
2020
Q4
$281K Buy
4,505
+2,666
+145% +$166K 0.05% 623
2020
Q3
$144K Buy
+1,839
New +$144K 0.03% 667