Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,094
Closed -$316K 1834
2025
Q1
$316K Buy
+4,094
New +$316K 0.04% 521
2024
Q1
Sell
-523
Closed -$43.2K 1599
2023
Q4
$43.2K Buy
+523
New +$43.2K 0.01% 1370
2022
Q4
Sell
-1,503
Closed -$86K 1548
2022
Q3
$86K Buy
1,503
+1,447
+2,584% +$82.8K 0.04% 698
2022
Q2
$3K Buy
56
+14
+33% +$750 ﹤0.01% 1751
2022
Q1
$2K Sell
42
-8
-16% -$381 ﹤0.01% 1698
2021
Q4
$3K Sell
50
-2
-4% -$120 ﹤0.01% 1746
2021
Q3
$3K Sell
52
-35
-40% -$2.02K ﹤0.01% 1126
2021
Q2
$5K Buy
87
+27
+45% +$1.55K ﹤0.01% 1067
2021
Q1
$4K Buy
+60
New +$4K 0.01% 443