Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+4,132
New +$225K 0.02% 436
2022
Q4
Sell
-24,048
Closed -$585K 632
2022
Q3
$585K Buy
24,048
+5,168
+27% +$126K 0.11% 232
2022
Q2
$509K Buy
+18,880
New +$509K 0.1% 248
2021
Q3
Sell
-9,510
Closed -$254K 759
2021
Q2
$254K Buy
+9,510
New +$254K 0.05% 389
2020
Q2
Sell
-8,801
Closed -$188K 1237
2020
Q1
$188K Buy
8,801
+5,860
+199% +$125K 0.04% 470
2019
Q4
$74K Buy
+2,941
New +$74K 0.01% 813