Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
+1,082
New +$110K 0.01% 1264
2024
Q4
Sell
-655
Closed -$94.9K 1666
2024
Q3
$94.9K Buy
+655
New +$94.9K 0.01% 1191
2023
Q3
Sell
-937
Closed -$105K 1667
2023
Q2
$105K Buy
937
+84
+10% +$9.45K 0.03% 818
2023
Q1
$108K Buy
+853
New +$108K 0.03% 737
2022
Q4
Sell
-470
Closed -$32K 1605
2022
Q3
$32K Sell
470
-652
-58% -$44.4K 0.02% 1164
2022
Q2
$55K Buy
1,122
+1
+0.1% +$49 0.03% 869
2022
Q1
$86K Buy
1,121
+55
+5% +$4.22K 0.04% 702
2021
Q4
$137K Sell
1,066
-54
-5% -$6.94K 0.06% 422
2021
Q3
$161K Sell
1,120
-402
-26% -$57.8K 0.1% 233
2021
Q2
$177K Buy
+1,522
New +$177K 0.11% 231