Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+20,974
New +$220K 0.03% 848
2024
Q1
Sell
-6,756
Closed -$187K 1770
2023
Q4
$187K Buy
+6,756
New +$187K 0.03% 603
2023
Q2
Sell
-1,200
Closed -$31.3K 1718
2023
Q1
$31.3K Sell
1,200
-4,324
-78% -$113K 0.01% 1257
2022
Q4
$98.4K Buy
+5,524
New +$98.4K 0.03% 771
2022
Q3
Sell
-2,460
Closed -$38K 1809
2022
Q2
$38K Buy
+2,460
New +$38K 0.02% 1107