Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.5K Buy
+10,000
New +$46.5K 0.01% 239
2023
Q2
Sell
-37,750
Closed -$455K 320
2023
Q1
$455K Sell
37,750
-17,221
-31% -$208K 0.09% 126
2022
Q4
$471K Buy
54,971
+39,221
+249% +$336K 0.15% 78
2022
Q3
$100K Buy
+15,750
New +$100K 0.02% 202
2022
Q2
Sell
-23,000
Closed -$207K 309
2022
Q1
$207K Sell
23,000
-13,923
-38% -$125K 0.03% 235
2021
Q4
$388K Buy
+36,923
New +$388K 0.06% 147