Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
+3,095
New +$701K 0.01% 747
2025
Q1
Sell
-4,870
Closed -$962K 872
2024
Q4
$962K Buy
4,870
+2,000
+70% +$395K 0.01% 592
2024
Q3
$498K Sell
2,870
-415
-13% -$72.1K 0.01% 693
2024
Q2
$571K Buy
3,285
+70
+2% +$12.2K 0.01% 683
2024
Q1
$437K Buy
+3,215
New +$437K ﹤0.01% 705
2021
Q2
Sell
-5,115
Closed -$605K 930
2021
Q1
$605K Buy
+5,115
New +$605K 0.01% 728