Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$177K Buy
+497
New +$177K 0.06% 278
2023
Q4
$53K Sell
183
-1,297
-88% -$376K 0.12% 166
2023
Q3
$480K Buy
+1,480
New +$480K 0.21% 155
2022
Q4
Sell
-92
Closed -$25K 329
2022
Q3
$25K Buy
+92
New +$25K 0.07% 282
2022
Q2
Sell
-1,518
Closed -$494K 399
2022
Q1
$494K Buy
1,518
+1,253
+473% +$408K 0.45% 74
2021
Q4
$80K Sell
265
-1,524
-85% -$460K 0.11% 241
2021
Q3
$345K Sell
1,789
-23
-1% -$4.44K 0.4% 93
2021
Q2
$433K Buy
+1,812
New +$433K 0.44% 78
2020
Q3
Sell
-1,789
Closed -$345K 458
2020
Q2
$345K Buy
+1,789
New +$345K 0.4% 93