Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
+14,630
New +$328K 0.08% 107
2023
Q2
Sell
-2,398
Closed -$78.3K 330
2023
Q1
$78.3K Buy
2,398
+362
+18% +$11.8K 0.03% 101
2022
Q4
$53.8K Hold
2,036
0.02% 119
2022
Q3
$52K Buy
2,036
+836
+70% +$21.4K 0.03% 118
2022
Q2
$45K Hold
1,200
0.02% 136
2022
Q1
$59K Hold
1,200
0.06% 110
2021
Q4
$62K Sell
1,200
-98
-8% -$5.06K 0.05% 121
2021
Q3
$69K Buy
1,298
+98
+8% +$5.21K 0.06% 113
2021
Q2
$67K Buy
1,200
+876
+270% +$48.9K 0.06% 112
2021
Q1
$21K Buy
+324
New +$21K 0.02% 162