Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
+155,530
New +$131K 0.01% 998
2023
Q3
Sell
-52,932
Closed -$78K 1324
2023
Q2
$78K Buy
+52,932
New +$78K 0.01% 1084
2023
Q1
Sell
-226,009
Closed -$99K 1550
2022
Q4
$99K Buy
226,009
+177,865
+369% +$77.9K 0.01% 971
2022
Q3
$51K Sell
48,144
-14,714
-23% -$15.6K ﹤0.01% 1198
2022
Q2
$70K Buy
+62,858
New +$70K 0.01% 1023
2021
Q3
Sell
-147,181
Closed -$580K 1520
2021
Q2
$580K Buy
+147,181
New +$580K 0.06% 408