Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$553K Buy
+4,903
New +$553K ﹤0.01% 1118
2025
Q1
Sell
-3,480
Closed -$372K 1610
2024
Q4
$372K Sell
3,480
-3,432
-50% -$367K ﹤0.01% 944
2024
Q3
$714K Buy
+6,912
New +$714K 0.01% 645
2022
Q3
Sell
-41,791
Closed -$2.73M 839
2022
Q2
$2.73M Sell
41,791
-165
-0.4% -$10.8K 0.08% 163
2022
Q1
$3.22M Buy
+41,956
New +$3.22M 0.08% 150