Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.3K Buy
19,931
+1,891
+10% +$8.28K ﹤0.01% 1762
2025
Q1
$70.7K Buy
+18,040
New +$70.7K ﹤0.01% 1704
2023
Q3
Sell
-295,895
Closed -$669K 1342
2023
Q2
$669K Sell
295,895
-8,659
-3% -$19.6K 0.02% 683
2023
Q1
$807K Buy
304,554
+198,838
+188% +$527K 0.03% 571
2022
Q4
$552K Buy
105,716
+37,797
+56% +$197K 0.02% 636
2022
Q3
$494K Buy
67,919
+15,890
+31% +$116K 0.02% 572
2022
Q2
$568K Sell
52,029
-16,831
-24% -$184K 0.02% 551
2022
Q1
$776K Buy
68,860
+27,340
+66% +$308K 0.02% 502
2021
Q4
$521K Buy
41,520
+28,739
+225% +$361K 0.02% 591
2021
Q3
$159K Buy
12,781
+2,579
+25% +$32.1K 0.01% 812
2021
Q2
$139K Buy
+10,202
New +$139K 0.01% 698