Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
5,976
-366
-6% -$65.9K 0.01% 486
2025
Q1
$1.14M Sell
6,342
-1,540
-20% -$277K 0.01% 451
2024
Q4
$1.56M Sell
7,882
-1,440
-15% -$284K 0.01% 385
2024
Q3
$1.46M Sell
9,322
-927
-9% -$145K 0.01% 409
2024
Q2
$1.43M Buy
10,249
+214
+2% +$29.9K 0.01% 387
2024
Q1
$1.19M Buy
+10,035
New +$1.19M 0.01% 431
2022
Q3
Sell
-4,538
Closed -$316K 1111
2022
Q2
$316K Sell
4,538
-47
-1% -$3.27K ﹤0.01% 759
2022
Q1
$384K Buy
+4,585
New +$384K ﹤0.01% 510
2020
Q3
Sell
-4,515
Closed -$331K 868
2020
Q2
$331K Sell
4,515
-504
-10% -$36.9K ﹤0.01% 528
2020
Q1
$287K Buy
+5,019
New +$287K ﹤0.01% 500