Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+1,328
New +$202K 0.17% 100
2023
Q2
Sell
-2,436
Closed -$214K 104
2023
Q1
$214K Buy
2,436
+400
+20% +$35.2K 0.21% 99
2022
Q4
$204K Sell
2,036
-718
-26% -$72K 0.21% 103
2022
Q3
$254K Hold
2,754
0.28% 92
2022
Q2
$298K Buy
2,754
+442
+19% +$47.8K 0.3% 87
2022
Q1
$288K Buy
2,312
+1,435
+164% +$179K 0.26% 95
2021
Q4
$130K Buy
+877
New +$130K 0.11% 123