Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Buy
+16,421
New +$60K ﹤0.01% 1117
2025
Q1
Sell
-24,394
Closed -$99K 1546
2024
Q4
$99K Buy
+24,394
New +$99K 0.01% 1023
2023
Q1
Sell
-107,987
Closed -$483K 1670
2022
Q4
$483K Buy
107,987
+92,411
+593% +$413K 0.06% 297
2022
Q3
$123K Sell
15,576
-53,662
-78% -$424K 0.01% 1033
2022
Q2
$416K Buy
+69,238
New +$416K 0.04% 439
2022
Q1
Sell
-92,943
Closed -$924K 1646
2021
Q4
$924K Buy
92,943
+3,671
+4% +$36.5K 0.09% 211
2021
Q3
$728K Buy
+89,272
New +$728K 0.06% 312