Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
+69,134
New +$358K 0.01% 765
2023
Q1
Sell
-13,779
Closed -$63.9K 354
2022
Q4
$63.9K Sell
13,779
-14,016
-50% -$65K 0.02% 326
2022
Q3
$119K Buy
27,795
+2,973
+12% +$12.7K 0.04% 289
2022
Q2
$114K Buy
24,822
+5,095
+26% +$23.4K 0.04% 283
2022
Q1
$108K Buy
+19,727
New +$108K 0.04% 248