Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Buy
+841
New +$37K 0.01% 212
2024
Q1
Sell
-4,958
Closed -$172K 286
2023
Q4
$172K Sell
4,958
-5,871
-54% -$204K 0.08% 110
2023
Q3
$392K Buy
10,829
+1,502
+16% +$54.4K 0.22% 66
2023
Q2
$350K Buy
9,327
+40
+0.4% +$1.5K 0.19% 70
2023
Q1
$429K Buy
9,287
+3,380
+57% +$156K 0.27% 58
2022
Q4
$274K Buy
5,907
+414
+8% +$19.2K 0.17% 74
2022
Q3
$240K Buy
5,493
+180
+3% +$7.87K 0.17% 78
2022
Q2
$225K Buy
+5,313
New +$225K 0.14% 86