Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+2,144
New +$200K 0.05% 120
2024
Q3
Sell
-10,237
Closed -$744K 119
2024
Q2
$744K Buy
10,237
+3,442
+51% +$250K 0.23% 83
2024
Q1
$523K Buy
+6,795
New +$523K 0.17% 103
2021
Q3
Sell
-12,590
Closed -$631K 149
2021
Q2
$631K Buy
+12,590
New +$631K 0.34% 87
2021
Q1
Sell
-4,443
Closed -$226K 162
2020
Q4
$226K Buy
+4,443
New +$226K 0.17% 101