Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
537
+242
+82% +$217K 0.09% 250
2025
Q1
$201K Buy
+295
New +$201K 0.04% 411
2024
Q4
Sell
-42
Closed -$32.5K 666
2024
Q3
$32.5K Sell
42
-250
-86% -$194K 0.02% 448
2024
Q2
$241K Buy
+292
New +$241K 0.05% 355
2022
Q1
Sell
-2,239
Closed -$963K 211
2021
Q4
$963K Sell
2,239
-48
-2% -$20.6K 0.49% 51
2021
Q3
$765K Sell
2,287
-448
-16% -$150K 0.31% 78
2021
Q2
$887K Buy
2,735
+1,100
+67% +$357K 0.34% 74
2021
Q1
$540K Buy
+1,635
New +$540K 0.31% 84