Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+416
New +$223K 0.02% 439
2024
Q3
Sell
-1,388
Closed -$507K 608
2024
Q2
$507K Buy
1,388
+606
+77% +$221K 0.05% 230
2024
Q1
$274K Sell
782
-532
-40% -$186K 0.02% 473
2023
Q4
$283K Buy
+1,314
New +$283K 0.03% 467
2020
Q4
Sell
-3,660
Closed -$248K 113
2020
Q3
$248K Buy
+3,660
New +$248K 0.03% 133