Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.1K Buy
+2,655
New +$69.1K 0.02% 324
2024
Q3
Sell
-950
Closed -$16.1K 1016
2024
Q2
$16.1K Buy
+950
New +$16.1K 0.01% 564
2021
Q2
Sell
-10,000
Closed -$212K 91
2021
Q1
$212K Hold
10,000
0.23% 77
2020
Q4
$202K Buy
+10,000
New +$202K 0.25% 70