Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+3,017
New +$224K 0.14% 28
2025
Q1
Sell
-2,694
Closed -$230K 34
2024
Q4
$230K Hold
2,694
0.13% 26
2024
Q3
$210K Buy
+2,694
New +$210K 0.13% 29
2024
Q1
Sell
-4,114
Closed -$253K 29
2023
Q4
$253K Buy
+4,114
New +$253K 0.18% 26
2023
Q3
Sell
-3,584
Closed -$239K 35
2023
Q2
$239K Buy
+3,584
New +$239K 0.18% 38
2021
Q1
Sell
-22,997
Closed -$5.39M 15
2020
Q4
$5.39M Buy
+22,997
New +$5.39M 3.62% 10