Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
+5,801
New +$883K 0.04% 768
2024
Q4
Sell
-2,780
Closed -$380K 1177
2024
Q3
$380K Buy
+2,780
New +$380K 0.05% 503
2023
Q4
Sell
-6,834
Closed -$535K 865
2023
Q3
$535K Buy
+6,834
New +$535K 0.04% 683
2023
Q1
Sell
-4
Closed -$360 1371
2022
Q4
$360 Buy
+4
New +$360 ﹤0.01% 1033
2022
Q3
Sell
-4
Closed 1317
2022
Q2
$0 Sell
4
-146
-97% ﹤0.01% 1189
2022
Q1
$18K Buy
150
+102
+213% +$12.2K ﹤0.01% 811
2021
Q4
$7K Sell
48
-228
-83% -$33.3K ﹤0.01% 1054
2021
Q3
$41K Buy
+276
New +$41K 0.01% 615