Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
+35,872
New +$725K 0.19% 179
2025
Q1
Sell
-14,079
Closed -$167K 880
2024
Q4
$167K Sell
14,079
-1,896
-12% -$22.5K 0.06% 516
2024
Q3
$287K Sell
15,975
-23,657
-60% -$424K 0.11% 334
2024
Q2
$697K Buy
+39,632
New +$697K 0.29% 100
2023
Q3
Sell
-12,627
Closed -$296K 644
2023
Q2
$296K Buy
+12,627
New +$296K 0.16% 253
2021
Q4
Sell
-6,038
Closed -$243K 465
2021
Q3
$243K Buy
+6,038
New +$243K 0.25% 195