Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
71,528
+39,898
+126% +$113K 0.02% 908
2025
Q1
$96.5K Buy
+31,630
New +$96.5K 0.01% 1228
2022
Q4
Sell
-8,069
Closed -$90K 1784
2022
Q3
$90K Buy
8,069
+5,733
+245% +$63.9K 0.04% 668
2022
Q2
$34K Sell
2,336
-4,855
-68% -$70.7K 0.02% 1194
2022
Q1
$141K Buy
7,191
+1,512
+27% +$29.6K 0.07% 373
2021
Q4
$112K Buy
5,679
+139
+3% +$2.74K 0.05% 542
2021
Q3
$117K Buy
+5,540
New +$117K 0.08% 369