Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
15,159
+348
+2% +$25.9K 0.01% 765
2025
Q1
$1M Sell
14,811
-336
-2% -$22.8K 0.01% 711
2024
Q4
$938K Buy
15,147
+3,698
+32% +$229K 0.01% 692
2024
Q3
$745K Buy
11,449
+7,264
+174% +$473K 0.01% 762
2024
Q2
$225K Buy
+4,185
New +$225K ﹤0.01% 1100
2022
Q2
Sell
-3,815
Closed -$218K 866
2022
Q1
$218K Sell
3,815
-172
-4% -$9.83K ﹤0.01% 820
2021
Q4
$265K Sell
3,987
-3
-0.1% -$199 ﹤0.01% 748
2021
Q3
$278K Sell
3,990
-68
-2% -$4.74K ﹤0.01% 696
2021
Q2
$285K Buy
+4,058
New +$285K ﹤0.01% 683