Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
+7,348
New +$352K 0.11% 238
2025
Q1
Sell
-62,619
Closed -$3.63M 359
2024
Q4
$3.63M Buy
+62,619
New +$3.63M 0.73% 49
2024
Q3
Sell
-57,332
Closed -$3.68M 335
2024
Q2
$3.68M Buy
+57,332
New +$3.68M 0.72% 51
2022
Q4
Sell
-6,533
Closed -$282K 448
2022
Q3
$282K Buy
6,533
+6,353
+3,529% +$274K 0.74% 25
2022
Q2
$8K Buy
+180
New +$8K 0.02% 344
2021
Q4
Sell
-6,345
Closed -$143K 533
2021
Q3
$143K Sell
6,345
-9,285
-59% -$209K 0.16% 190
2021
Q2
$596K Buy
+15,630
New +$596K 0.6% 42
2020
Q4
Sell
-6,711
Closed -$150K 497
2020
Q3
$150K Buy
6,711
+366
+6% +$8.18K 0.15% 233
2020
Q2
$143K Buy
+6,345
New +$143K 0.16% 190