Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+4,100
New +$206K 0.01% 478
2025
Q1
Sell
-4,098
Closed -$217K 506
2024
Q4
$217K Sell
4,098
-42
-1% -$2.22K 0.01% 441
2024
Q3
$230K Buy
4,140
+42
+1% +$2.33K 0.01% 411
2024
Q2
$242K Buy
+4,098
New +$242K 0.01% 397
2022
Q2
Sell
-6,095
Closed -$757K 415
2022
Q1
$757K Buy
6,095
+305
+5% +$37.9K 0.04% 210
2021
Q4
$1.27M Buy
5,790
+969
+20% +$212K 0.07% 148
2021
Q3
$1M Sell
4,821
-400
-8% -$83.2K 0.07% 158
2021
Q2
$1.08M Buy
5,221
+1,869
+56% +$385K 0.08% 171
2021
Q1
$676K Buy
+3,352
New +$676K 0.05% 189