Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
409
-273
-40% -$76.2K 0.01% 1238
2025
Q1
$212K Buy
+682
New +$212K 0.03% 760
2023
Q4
Sell
-260
Closed -$69.9K 1603
2023
Q3
$69.9K Buy
+260
New +$69.9K 0.02% 1091
2023
Q2
Sell
-995
Closed -$241K 1554
2023
Q1
$241K Sell
995
-16
-2% -$3.87K 0.08% 234
2022
Q4
$266K Buy
1,011
+291
+40% +$76.4K 0.09% 188
2022
Q3
$162K Buy
+720
New +$162K 0.08% 307
2022
Q2
Sell
-409
Closed -$99K 1853
2022
Q1
$99K Sell
409
-263
-39% -$63.7K 0.05% 593
2021
Q4
$151K Buy
672
+70
+12% +$15.7K 0.07% 355
2021
Q3
$128K Buy
+602
New +$128K 0.08% 325