Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.6K Sell
35,596
-34,448
-49% -$65.5K ﹤0.01% 1961
2025
Q1
$111K Buy
70,044
+33,652
+92% +$53.2K 0.01% 1850
2024
Q4
$136K Buy
+36,392
New +$136K 0.01% 1687
2023
Q2
Sell
-55,686
Closed -$128K 1854
2023
Q1
$128K Sell
55,686
-30,942
-36% -$71.2K 0.03% 1054
2022
Q4
$217K Buy
86,628
+28,126
+48% +$70.6K 0.05% 793
2022
Q3
$88K Buy
58,502
+44,549
+319% +$67K 0.02% 968
2022
Q2
$36K Buy
+13,953
New +$36K 0.01% 780
2022
Q1
Sell
-17,912
Closed -$61K 956
2021
Q4
$61K Buy
+17,912
New +$61K 0.03% 541
2021
Q3
Sell
-15,293
Closed -$86K 1067
2021
Q2
$86K Buy
+15,293
New +$86K 0.03% 678