Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.6K Buy
+10,463
New +$30.6K ﹤0.01% 1696
2024
Q3
Sell
-10,288
Closed -$13.9K 2160
2024
Q2
$13.9K Buy
+10,288
New +$13.9K ﹤0.01% 1714
2023
Q2
Sell
-31,300
Closed -$130K 2197
2023
Q1
$130K Sell
31,300
-6,500
-17% -$26.9K 0.01% 1399
2022
Q4
$138K Buy
+37,800
New +$138K 0.01% 1375
2022
Q2
Sell
-52,102
Closed -$344K 2053
2022
Q1
$344K Buy
52,102
+2,565
+5% +$16.9K 0.01% 994
2021
Q4
$429K Sell
49,537
-36,384
-42% -$315K 0.03% 722
2021
Q3
$899K Buy
85,921
+11,708
+16% +$123K 0.07% 317
2021
Q2
$1.36M Buy
+74,213
New +$1.36M 0.13% 201