Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.7K Buy
+13,857
New +$60.7K 0.01% 568
2024
Q3
Sell
-28,279
Closed -$31.1K 546
2024
Q2
$31.1K Buy
+28,279
New +$31.1K ﹤0.01% 452
2022
Q4
Sell
-13,476
Closed -$98K 278
2022
Q3
$98K Buy
+13,476
New +$98K 0.03% 237
2022
Q1
Sell
-66,458
Closed -$834K 264
2021
Q4
$834K Buy
66,458
+54,259
+445% +$681K 0.14% 107
2021
Q3
$151K Sell
12,199
-13,941
-53% -$173K 0.01% 272
2021
Q2
$355K Buy
+26,140
New +$355K 0.04% 175
2019
Q2
Sell
-56,569
Closed -$678K 525
2019
Q1
$678K Buy
+56,569
New +$678K 0.06% 224