Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+8,329
New +$206K 0.01% 637
2024
Q4
Sell
-5,841
Closed -$211K 806
2024
Q3
$211K Buy
+5,841
New +$211K 0.01% 591
2023
Q1
Sell
-9,147
Closed -$246K 340
2022
Q4
$246K Buy
+9,147
New +$246K 0.03% 292
2022
Q3
Sell
-6,169
Closed -$202K 317
2022
Q2
$202K Sell
6,169
-1,337
-18% -$43.8K 0.02% 287
2022
Q1
$272K Buy
7,506
+1,571
+26% +$56.9K 0.02% 258
2021
Q4
$224K Buy
+5,935
New +$224K 0.02% 302