Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
+37,509
New +$511K ﹤0.01% 3494
2023
Q2
Sell
-14,609
Closed -$24.8K 3958
2023
Q1
$24.8K Sell
14,609
-942
-6% -$1.6K ﹤0.01% 3892
2022
Q4
$30K Sell
15,551
-1,004
-6% -$1.94K ﹤0.01% 3879
2022
Q3
$33K Sell
16,555
-28,405
-63% -$56.6K ﹤0.01% 3902
2022
Q2
$92K Sell
44,960
-30
-0.1% -$61 ﹤0.01% 3792
2022
Q1
$159K Sell
44,990
-1,558
-3% -$5.51K ﹤0.01% 3789
2021
Q4
$180K Sell
46,548
-11,700
-20% -$45.2K ﹤0.01% 3801
2021
Q3
$362K Sell
58,248
-9
-0% -$56 ﹤0.01% 3506
2021
Q2
$686K Sell
58,257
-2,270
-4% -$26.7K ﹤0.01% 3343
2021
Q1
$958K Buy
+60,527
New +$958K ﹤0.01% 3161