Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
9,998
+354
+4% +$13.6K 0.01% 674
2025
Q1
$374K Buy
+9,644
New +$374K 0.01% 660
2024
Q4
Sell
-7,526
Closed -$308K 953
2024
Q3
$308K Buy
+7,526
New +$308K 0.01% 720
2024
Q2
Sell
-20,478
Closed -$878K 902
2024
Q1
$878K Buy
+20,478
New +$878K 0.03% 347
2022
Q1
Sell
-3,662
Closed -$202K 835
2021
Q4
$202K Buy
+3,662
New +$202K 0.01% 775