Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
+7,316
New +$232K 0.03% 429
2025
Q1
Sell
-14,024
Closed -$503K 518
2024
Q4
$503K Buy
+14,024
New +$503K 0.06% 260
2023
Q4
Sell
-15,932
Closed -$676K 458
2023
Q3
$676K Buy
+15,932
New +$676K 0.06% 298
2022
Q3
Sell
-14,480
Closed -$616K 428
2022
Q2
$616K Buy
+14,480
New +$616K 0.12% 211
2021
Q3
Sell
-2,189
Closed -$184K 448
2021
Q2
$184K Buy
+2,189
New +$184K 0.03% 463
2021
Q1
Sell
-4,861
Closed -$390K 814
2020
Q4
$390K Buy
+4,861
New +$390K 0.06% 335
2020
Q3
Sell
-2,836
Closed -$169K 694
2020
Q2
$169K Buy
+2,836
New +$169K 0.06% 384
2020
Q1
Sell
-9,570
Closed -$536K 1069
2019
Q4
$536K Buy
+9,570
New +$536K 0.05% 372