Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
+52,823
New +$373K 0.05% 495
2024
Q3
Sell
-3,325
Closed -$24.5K 1768
2024
Q2
$24.5K Buy
+3,325
New +$24.5K ﹤0.01% 1532
2023
Q4
Sell
-6,507
Closed -$125K 1679
2023
Q3
$125K Sell
6,507
-2,165
-25% -$41.5K 0.03% 737
2023
Q2
$137K Buy
8,672
+90
+1% +$1.42K 0.04% 622
2023
Q1
$152K Buy
8,582
+1,980
+30% +$35.2K 0.05% 516
2022
Q4
$54.1K Sell
6,602
-2,696
-29% -$22.1K 0.02% 1045
2022
Q3
$85K Buy
9,298
+6,027
+184% +$55.1K 0.04% 711
2022
Q2
$38K Buy
3,271
+3,109
+1,919% +$36.1K 0.02% 1105
2022
Q1
$3K Buy
+162
New +$3K ﹤0.01% 1681
2021
Q4
Sell
-327
Closed -$13K 1903
2021
Q3
$13K Sell
327
-333
-50% -$13.2K 0.01% 993
2021
Q2
$39K Buy
660
+410
+164% +$24.2K 0.02% 806
2021
Q1
$17K Buy
+250
New +$17K 0.03% 337