Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
+19,411
New +$267K 0.03% 100
2025
Q1
Sell
-37,308
Closed -$496K 415
2024
Q4
$496K Buy
+37,308
New +$496K 0.04% 77
2024
Q3
Hold
0
381
2024
Q2
Hold
0
401
2024
Q1
Hold
0
486
2023
Q4
Hold
0
510
2023
Q3
Sell
-37,156
Closed -$619K 568
2023
Q2
$619K Buy
+37,156
New +$619K 0.11% 99
2023
Q1
Hold
0
788
2022
Q4
Hold
0
851
2022
Q3
Sell
-10,863
Closed -$280K 947
2022
Q2
$280K Buy
+10,863
New +$280K 0.01% 317
2022
Q1
Hold
0
1205
2021
Q4
Hold
0
1223