Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+650
New +$206K 0.05% 241
2025
Q1
Sell
-831
Closed -$336K 245
2024
Q4
$336K Sell
831
-129
-13% -$52.1K 0.09% 191
2024
Q3
$251K Sell
960
-221
-19% -$57.8K 0.06% 216
2024
Q2
$234K Buy
+1,181
New +$234K 0.06% 224
2022
Q3
Sell
-1,404
Closed -$315K 277
2022
Q2
$315K Buy
1,404
+30
+2% +$6.73K 0.08% 231
2022
Q1
$494K Buy
1,374
+1,371
+45,700% +$493K 0.11% 201
2021
Q4
$1.06K Sell
3
-1,074
-100% -$378K ﹤0.01% 437
2021
Q3
$278K Buy
1,077
+9
+0.8% +$2.32K 0.07% 254
2021
Q2
$242K Buy
+1,068
New +$242K 0.06% 272