Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.7K Buy
+3,383
New +$19.7K ﹤0.01% 1707
2023
Q1
Sell
-6,067
Closed -$320K 2091
2022
Q4
$320K Buy
+6,067
New +$320K 0.02% 994
2022
Q3
Sell
-5,256
Closed -$594K 1996
2022
Q2
$594K Sell
5,256
-114
-2% -$12.9K 0.03% 771
2022
Q1
$259K Sell
5,370
-1,442
-21% -$69.5K 0.01% 1153
2021
Q4
$401K Sell
6,812
-1,214
-15% -$71.5K 0.03% 755
2021
Q3
$684K Sell
8,026
-3,414
-30% -$291K 0.05% 397
2021
Q2
$923K Buy
11,440
+3,700
+48% +$299K 0.09% 293
2021
Q1
$834K Buy
+7,740
New +$834K 0.08% 265