Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
4,090
+631
+18% +$58.9K 0.15% 132
2025
Q1
$252K Buy
+3,459
New +$252K 0.11% 161
2023
Q4
Sell
-13,638
Closed -$627K 189
2023
Q3
$627K Hold
13,638
0.29% 93
2023
Q2
$589K Hold
13,638
0.27% 99
2023
Q1
$432K Buy
13,638
+97
+0.7% +$3.08K 0.21% 114
2022
Q4
$335K Hold
13,541
0.18% 125
2022
Q3
$359K Sell
13,541
-119
-0.9% -$3.16K 0.2% 113
2022
Q2
$280K Buy
13,660
+5,754
+73% +$118K 0.16% 128
2022
Q1
$282K Buy
+7,906
New +$282K 0.13% 149