Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
+2,414
New +$286K 0.01% 1471
2024
Q4
Sell
-5,422
Closed -$1.34M 2917
2024
Q3
$1.34M Buy
5,422
+4,335
+399% +$1.07M 0.1% 298
2024
Q2
$229K Buy
+1,087
New +$229K 0.02% 1143
2024
Q1
Sell
-868
Closed -$216K 2313
2023
Q4
$216K Buy
+868
New +$216K 0.05% 900
2022
Q3
Sell
-918
Closed -$226K 1382
2022
Q2
$226K Buy
918
+100
+12% +$24.6K 0.09% 418
2022
Q1
$290K Buy
+818
New +$290K 0.13% 279
2021
Q4
Sell
-1,557
Closed -$586K 996
2021
Q3
$586K Buy
+1,557
New +$586K 0.2% 145
2021
Q2
Sell
-744
Closed -$309K 1091
2021
Q1
$309K Buy
+744
New +$309K 0.15% 261