Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3K Buy
+33,358
New +$25.3K ﹤0.01% 1703
2024
Q2
Sell
-213,716
Closed -$477K 1975
2024
Q1
$477K Buy
213,716
+54,047
+34% +$121K 0.01% 1207
2023
Q4
$554K Sell
159,669
-52,514
-25% -$182K 0.02% 998
2023
Q3
$666K Buy
212,183
+128,442
+153% +$403K 0.02% 858
2023
Q2
$347K Buy
+83,741
New +$347K 0.01% 1231
2022
Q1
Sell
-152,904
Closed -$1.58M 1681
2021
Q4
$1.58M Buy
152,904
+123,971
+428% +$1.28M 0.1% 263
2021
Q3
$270K Sell
28,933
-37,442
-56% -$349K 0.02% 714
2021
Q2
$773K Buy
66,375
+19,199
+41% +$224K 0.07% 335
2021
Q1
$549K Sell
47,176
-20,563
-30% -$239K 0.05% 378
2020
Q4
$561K Buy
+67,739
New +$561K 0.1% 343