Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.6K Buy
+14,088
New +$27.6K ﹤0.01% 3389
2023
Q3
Sell
-34,345
Closed -$145K 2935
2023
Q2
$145K Sell
34,345
-15,661
-31% -$66.2K ﹤0.01% 2559
2023
Q1
$208K Sell
50,006
-13,457
-21% -$56K ﹤0.01% 2387
2022
Q4
$274K Buy
63,463
+37,313
+143% +$161K ﹤0.01% 2095
2022
Q3
$90K Buy
+26,150
New +$90K ﹤0.01% 2223
2021
Q4
Sell
-28,574
Closed -$668K 1164
2021
Q3
$668K Sell
28,574
-10,419
-27% -$244K ﹤0.01% 793
2021
Q2
$1.08M Buy
+38,993
New +$1.08M 0.01% 645