Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
+80,295
New +$172K 0.01% 1755
2024
Q4
Sell
-62,190
Closed -$123K 2849
2024
Q3
$123K Buy
+62,190
New +$123K 0.01% 1564
2023
Q4
Sell
-47,681
Closed -$105K 2074
2023
Q3
$105K Buy
47,681
+24,137
+103% +$53.3K 0.02% 1177
2023
Q2
$101K Sell
23,544
-54,267
-70% -$232K 0.02% 1166
2023
Q1
$300K Buy
77,811
+57,892
+291% +$223K 0.06% 647
2022
Q4
$116K Buy
+19,919
New +$116K 0.02% 978
2021
Q4
Sell
-6,789
Closed -$234K 970
2021
Q3
$234K Buy
+6,789
New +$234K 0.08% 434