Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
+14,617
New +$288K 0.04% 676
2024
Q1
Sell
-2,993
Closed -$56.5K 1746
2023
Q4
$56.5K Buy
2,993
+235
+9% +$4.44K 0.01% 1266
2023
Q3
$60.8K Buy
+2,758
New +$60.8K 0.01% 1173
2022
Q4
Sell
-8,476
Closed -$161K 1687
2022
Q3
$161K Buy
8,476
+4,133
+95% +$78.5K 0.08% 313
2022
Q2
$97K Buy
4,343
+1,784
+70% +$39.8K 0.06% 519
2022
Q1
$57K Buy
+2,559
New +$57K 0.03% 979
2021
Q4
Sell
-3,132
Closed -$58K 1934
2021
Q3
$58K Sell
3,132
-2,658
-46% -$49.2K 0.04% 712
2021
Q2
$116K Buy
+5,790
New +$116K 0.07% 391