Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
+356
New +$319K 0.02% 387
2023
Q2
Sell
-4,731
Closed -$1.89M 423
2023
Q1
$1.89M Sell
4,731
-173
-4% -$69.1K 0.24% 88
2022
Q4
$1.85M Buy
4,904
+181
+4% +$68.2K 0.26% 84
2022
Q3
$1.43M Sell
4,723
-21
-0.4% -$6.35K 0.21% 97
2022
Q2
$1.51M Buy
4,744
+5
+0.1% +$1.6K 0.21% 94
2022
Q1
$1.74M Buy
4,739
+267
+6% +$97.8K 0.22% 89
2021
Q4
$1.92M Buy
+4,472
New +$1.92M 0.23% 82