Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
+19,284
New +$477K 0.02% 594
2024
Q3
Sell
-2,504
Closed -$87.7K 1150
2024
Q2
$87.7K Buy
+2,504
New +$87.7K ﹤0.01% 786
2022
Q3
Sell
-29,368
Closed -$963K 462
2022
Q2
$963K Buy
29,368
+11,528
+65% +$378K 0.1% 221
2022
Q1
$648K Buy
17,840
+671
+4% +$24.4K 0.06% 319
2021
Q4
$647K Buy
17,169
+588
+4% +$22.2K 0.06% 300
2021
Q3
$454K Buy
16,581
+903
+6% +$24.7K 0.07% 264
2021
Q2
$473K Sell
15,678
-671
-4% -$20.3K 0.07% 250
2021
Q1
$519K Sell
16,349
-410
-2% -$13K 0.09% 224
2020
Q4
$412K Buy
+16,759
New +$412K 0.08% 242