Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.1K Buy
+12,030
New +$87.1K 0.02% 351
2024
Q4
Sell
-22,908
Closed -$146K 283
2024
Q3
$146K Buy
22,908
+11,719
+105% +$74.9K 0.03% 235
2024
Q2
$68.6K Buy
11,189
+70
+0.6% +$429 0.02% 208
2024
Q1
$67.3K Sell
11,119
-171
-2% -$1.04K 0.02% 200
2023
Q4
$65K Buy
+11,290
New +$65K 0.02% 189
2020
Q4
Sell
-14,723
Closed -$34K 141
2020
Q3
$34K Buy
+14,723
New +$34K 0.01% 165