Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
+10,943
New +$116K ﹤0.01% 1522
2024
Q3
Sell
-12,454
Closed -$113K 1512
2024
Q2
$113K Sell
12,454
-35,753
-74% -$324K 0.01% 1248
2024
Q1
$337K Buy
+48,207
New +$337K 0.03% 905
2023
Q2
Sell
-58,842
Closed -$309K 1453
2023
Q1
$309K Buy
58,842
+43,930
+295% +$231K 0.04% 759
2022
Q4
$75.6K Buy
+14,912
New +$75.6K 0.01% 905
2022
Q3
Sell
-122,820
Closed -$501K 1095
2022
Q2
$501K Buy
122,820
+105,958
+628% +$432K 0.07% 425
2022
Q1
$132K Sell
16,862
-8,475
-33% -$66.3K 0.03% 652
2021
Q4
$183K Buy
+25,337
New +$183K 0.04% 522