Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Buy
+737,586
New +$774K ﹤0.01% 1172
2024
Q2
Sell
-862,553
Closed -$1.38M 2969
2024
Q1
$1.38M Buy
+862,553
New +$1.38M 0.01% 703
2023
Q4
Sell
-17,649
Closed -$27K 2878
2023
Q3
$27K Sell
17,649
-96,789
-85% -$148K ﹤0.01% 1823
2023
Q2
$120K Buy
+114,438
New +$120K ﹤0.01% 1752
2021
Q4
Sell
-123,237
Closed -$211K 3794
2021
Q3
$211K Buy
+123,237
New +$211K ﹤0.01% 2395
2021
Q2
Sell
-57,733
Closed -$63K 3370
2021
Q1
$63K Buy
+57,733
New +$63K ﹤0.01% 2290