Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
+534
New +$207K 0.04% 282
2024
Q1
Sell
-354
Closed -$211K 275
2023
Q4
$211K Sell
354
-270
-43% -$161K 0.05% 202
2023
Q3
$318K Buy
+624
New +$318K 0.09% 148
2021
Q3
Sell
-13,798
Closed -$8.63M 157
2021
Q2
$8.63M Sell
13,798
-7
-0.1% -$4.38K 2.77% 6
2021
Q1
$6.55M Buy
+13,805
New +$6.55M 2.09% 6