Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+2,059
New +$216K 0.02% 444
2024
Q3
Sell
-3,861
Closed -$385K 493
2024
Q2
$385K Buy
+3,861
New +$385K 0.05% 317
2022
Q2
Sell
-2,923
Closed -$237K 518
2022
Q1
$237K Buy
+2,923
New +$237K 0.04% 445
2020
Q4
Sell
-363
Closed -$25K 1003
2020
Q3
$25K Buy
+363
New +$25K 0.02% 547
2020
Q2
Sell
-7,530
Closed -$410K 1056
2020
Q1
$410K Buy
7,530
+6,462
+605% +$352K 0.09% 289
2019
Q4
$89K Buy
+1,068
New +$89K 0.01% 771