Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.4K Buy
+11,792
New +$76.4K 0.09% 321
2024
Q4
Sell
-29,680
Closed -$234K 630
2024
Q3
$234K Buy
29,680
+9,136
+44% +$72.1K 0.11% 299
2024
Q2
$212K Buy
+20,544
New +$212K 0.11% 340
2022
Q2
Sell
-7,968
Closed -$230K 505
2022
Q1
$230K Sell
7,968
-5,692
-42% -$164K 0.1% 321
2021
Q4
$378K Buy
+13,660
New +$378K 0.17% 126