Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
+1,098
New +$139K 0.02% 1129
2023
Q1
Sell
-2,029
Closed -$67.5K 1802
2022
Q4
$67.5K Sell
2,029
-3,027
-60% -$101K 0.02% 945
2022
Q3
$134K Buy
5,056
+3,583
+243% +$95K 0.07% 425
2022
Q2
$42K Buy
+1,473
New +$42K 0.03% 1056
2021
Q4
Sell
-1,296
Closed -$61K 1997
2021
Q3
$61K Buy
+1,296
New +$61K 0.04% 695