Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,018
Closed -$56.5K 2073
2025
Q1
$56.5K Sell
3,018
-15,577
-84% -$292K 0.01% 1407
2024
Q4
$344K Buy
18,595
+2,173
+13% +$40.2K 0.04% 486
2024
Q3
$431K Buy
+16,422
New +$431K 0.06% 250
2023
Q3
Sell
-1,060
Closed -$25.2K 1792
2023
Q2
$25.2K Buy
+1,060
New +$25.2K 0.01% 1392
2023
Q1
Sell
-1,796
Closed -$85.7K 1753
2022
Q4
$85.7K Buy
1,796
+1,058
+143% +$50.5K 0.03% 846
2022
Q3
$33K Sell
738
-77
-9% -$3.44K 0.02% 1161
2022
Q2
$54K Sell
815
-161
-16% -$10.7K 0.03% 886
2022
Q1
$111K Buy
976
+26
+3% +$2.96K 0.06% 522
2021
Q4
$119K Buy
+950
New +$119K 0.06% 499