Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23K Hold
42
﹤0.01% 5277
2025
Q1
$1.21K Sell
42
-26
-38% -$747 ﹤0.01% 5283
2024
Q4
$3.04K Buy
68
+13
+24% +$582 ﹤0.01% 5205
2024
Q3
$2.43K Buy
+55
New +$2.43K ﹤0.01% 5047
2023
Q3
Sell
-54
Closed -$2.13K 5390
2023
Q2
$2.13K Sell
54
-2,348
-98% -$92.6K ﹤0.01% 5280
2023
Q1
$97.9K Hold
2,402
﹤0.01% 4875
2022
Q4
$79.6K Sell
2,402
-42,073
-95% -$1.39M ﹤0.01% 5024
2022
Q3
$1.2M Buy
44,475
+4,624
+12% +$125K ﹤0.01% 4326
2022
Q2
$1.14M Sell
39,851
-194,082
-83% -$5.57M ﹤0.01% 4394
2022
Q1
$12.1M Buy
233,933
+74,702
+47% +$3.87M ﹤0.01% 3397
2021
Q4
$10.7M Buy
159,231
+51,209
+47% +$3.45M ﹤0.01% 3571
2021
Q3
$7.86M Buy
+108,022
New +$7.86M ﹤0.01% 3728