Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
+3,465
New +$294K ﹤0.01% 1214
2024
Q4
Sell
-1,984
Closed -$205K 1368
2024
Q3
$205K Buy
+1,984
New +$205K ﹤0.01% 1192
2024
Q2
Sell
-67,654
Closed -$7.77M 1261
2024
Q1
$7.77M Buy
67,654
+532
+0.8% +$61.1K 0.05% 200
2023
Q4
$7.56M Buy
+67,122
New +$7.56M 0.05% 193
2021
Q4
Sell
-2,739
Closed -$457K 912
2021
Q3
$457K Sell
2,739
-203
-7% -$33.9K 0.01% 545
2021
Q2
$576K Buy
2,942
+303
+11% +$59.3K 0.01% 435
2021
Q1
$482K Buy
+2,639
New +$482K 0.01% 445