Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
+3,627
New +$1.27M 0.05% 651
2024
Q4
Sell
-713
Closed -$227K 923
2024
Q3
$227K Buy
+713
New +$227K 0.03% 813
2024
Q1
Sell
-1,705
Closed -$619K 684
2023
Q4
$619K Buy
1,705
+334
+24% +$121K 0.09% 195
2023
Q3
$408K Sell
1,371
-1,023
-43% -$304K 0.03% 792
2023
Q2
$791K Buy
2,394
+1,356
+131% +$448K 0.07% 400
2023
Q1
$345K Buy
+1,038
New +$345K 0.08% 234
2022
Q4
Sell
-2,604
Closed -$577K 1132
2022
Q3
$577K Buy
+2,604
New +$577K 0.1% 226
2022
Q2
Sell
-67
Closed -$21K 879
2022
Q1
$21K Buy
67
+13
+24% +$4.08K ﹤0.01% 771
2021
Q4
$22K Buy
+54
New +$22K 0.01% 654