Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
+1,977
New +$103K 0.01% 1299
2023
Q3
Sell
-1,215
Closed -$61.6K 1828
2023
Q2
$61.6K Buy
1,215
+196
+19% +$9.94K 0.02% 1061
2023
Q1
$58.1K Buy
+1,019
New +$58.1K 0.02% 1056
2022
Q4
Sell
-391
Closed -$18K 1770
2022
Q3
$18K Sell
391
-5
-1% -$230 0.01% 1364
2022
Q2
$23K Buy
+396
New +$23K 0.01% 1378
2022
Q1
Sell
-390
Closed -$18K 2032
2021
Q4
$18K Buy
+390
New +$18K 0.01% 1509