Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Buy
+99,035
New +$860K 0.04% 754
2024
Q2
Sell
-17,042
Closed -$156K 2297
2024
Q1
$156K Buy
+17,042
New +$156K 0.02% 1252
2023
Q4
Sell
-60,758
Closed -$439K 1957
2023
Q3
$439K Buy
+60,758
New +$439K 0.07% 474
2023
Q2
Sell
-24,702
Closed -$169K 1709
2023
Q1
$169K Sell
24,702
-30,950
-56% -$211K 0.04% 1000
2022
Q4
$350K Sell
55,652
-82,292
-60% -$518K 0.07% 491
2022
Q3
$516K Buy
137,944
+123,818
+877% +$463K 0.13% 227
2022
Q2
$100K Buy
14,126
+2,246
+19% +$15.9K 0.04% 644
2022
Q1
$145K Buy
+11,880
New +$145K 0.06% 467