Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+25,437
New +$290K 0.03% 408
2025
Q1
Sell
-13,002
Closed -$212K 658
2024
Q4
$212K Sell
13,002
-13,523
-51% -$220K 0.02% 347
2024
Q3
$465K Buy
+26,525
New +$465K 0.05% 295
2021
Q3
Sell
-51,160
Closed -$1.2M 877
2021
Q2
$1.2M Buy
+51,160
New +$1.2M 0.22% 117
2020
Q1
Sell
-22,158
Closed -$492K 1377
2019
Q4
$492K Buy
+22,158
New +$492K 0.05% 400