Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$961K Buy
2,743
+1,745
+175% +$612K 0.04% 272
2025
Q1
$172K Sell
998
-1,396
-58% -$240K 0.01% 513
2024
Q4
$594K Sell
2,394
-490
-17% -$122K 0.03% 344
2024
Q3
$514K Buy
+2,884
New +$514K 0.02% 372
2024
Q2
Sell
-72
Closed -$19.1K 619
2024
Q1
$19.1K Buy
+72
New +$19.1K ﹤0.01% 534
2023
Q4
Hold
0
574
2022
Q2
Sell
-2,392
Closed -$454K 865
2022
Q1
$454K Buy
2,392
+1,050
+78% +$199K 0.02% 509
2021
Q4
$339K Sell
1,342
-300
-18% -$75.8K 0.01% 631
2021
Q3
$374K Buy
+1,642
New +$374K 0.02% 569
2021
Q2
Hold
0
863