Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
+7,744
New +$372K 0.1% 353
2024
Q4
Sell
-12,237
Closed -$760K 586
2024
Q3
$760K Buy
+12,237
New +$760K 0.29% 88
2021
Q2
Sell
-6,890
Closed -$426K 617
2021
Q1
$426K Sell
6,890
-675
-9% -$41.7K 0.13% 296
2020
Q4
$441K Buy
+7,565
New +$441K 0.15% 246