Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.2K Buy
+10,216
New +$97.2K 0.01% 1321
2024
Q4
Sell
-1,484
Closed -$25.7K 1733
2024
Q3
$25.7K Buy
+1,484
New +$25.7K ﹤0.01% 1578
2023
Q2
Sell
-8,593
Closed -$167K 1670
2023
Q1
$167K Buy
8,593
+901
+12% +$17.5K 0.05% 459
2022
Q4
$164K Buy
7,692
+2,592
+51% +$55.2K 0.05% 473
2022
Q3
$113K Buy
+5,100
New +$113K 0.06% 528