Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+24,020
New +$229K 0.01% 1619
2024
Q4
Sell
-34,574
Closed -$349K 2980
2024
Q3
$349K Buy
+34,574
New +$349K 0.03% 1086
2024
Q2
Sell
-26,634
Closed -$242K 2527
2024
Q1
$242K Buy
26,634
+14,456
+119% +$131K 0.03% 1025
2023
Q4
$133K Sell
12,178
-561
-4% -$6.14K 0.03% 1066
2023
Q3
$160K Buy
12,739
+1,109
+10% +$13.9K 0.03% 1086
2023
Q2
$152K Buy
+11,630
New +$152K 0.03% 1089
2021
Q3
Sell
-9,571
Closed -$504K 1092
2021
Q2
$504K Buy
+9,571
New +$504K 0.17% 168