Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
+12,654
New +$409K 0.01% 772
2024
Q4
Sell
-5,035
Closed -$253K 1304
2024
Q3
$253K Buy
+5,035
New +$253K 0.01% 1181
2021
Q2
Sell
-4,262
Closed -$201K 1054
2021
Q1
$201K Sell
4,262
-5,975
-58% -$282K 0.01% 759
2020
Q4
$412K Buy
+10,237
New +$412K 0.02% 366