Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+1,070
New +$235K 0.06% 56
2023
Q2
Sell
-6,160
Closed -$636K 80
2023
Q1
$636K Sell
6,160
-497
-7% -$51.3K 0.16% 47
2022
Q4
$559K Buy
6,657
+597
+10% +$50.1K 0.15% 55
2022
Q3
$522K Sell
6,060
-560
-8% -$48.2K 0.14% 58
2022
Q2
$703K Sell
6,620
-980
-13% -$104K 0.2% 55
2022
Q1
$1.24M Buy
7,600
+6,280
+476% +$1.02M 0.34% 43
2021
Q4
$220K Buy
+1,320
New +$220K 0.07% 56
2021
Q1
Sell
-6,080
Closed -$1.01M 51
2020
Q4
$1.01M Buy
+6,080
New +$1.01M 0.45% 38