Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Buy
+49,519
New +$738K 0.01% 530
2024
Q4
Sell
-13,908
Closed -$401K 1652
2024
Q3
$401K Buy
+13,908
New +$401K 0.01% 933
2023
Q3
Sell
-7,276
Closed -$296K 1438
2023
Q2
$296K Buy
7,276
+2,814
+63% +$114K 0.01% 762
2023
Q1
$221K Buy
+4,462
New +$221K 0.01% 815
2020
Q3
Sell
-5,065
Closed -$278K 647
2020
Q2
$278K Buy
+5,065
New +$278K 0.02% 288
2020
Q1
Sell
-3,563
Closed -$279K 498
2019
Q4
$279K Buy
+3,563
New +$279K 0.01% 304