Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
+20,488
New +$135K 0.02% 1149
2024
Q4
Sell
-16,340
Closed -$104K 1635
2024
Q3
$104K Buy
+16,340
New +$104K 0.01% 1099
2023
Q3
Sell
-4,459
Closed -$74.8K 1632
2023
Q2
$74.8K Buy
4,459
+673
+18% +$11.3K 0.02% 983
2023
Q1
$74K Buy
+3,786
New +$74K 0.02% 920
2022
Q3
Sell
-3,033
Closed -$85K 1558
2022
Q2
$85K Buy
+3,033
New +$85K 0.05% 598
2021
Q4
Sell
-1,228
Closed -$61K 1869
2021
Q3
$61K Buy
+1,228
New +$61K 0.04% 688