Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
+5,885
New +$469K 0.06% 324
2024
Q4
Sell
-1,875
Closed -$189K 1602
2024
Q3
$189K Buy
1,875
+73
+4% +$7.37K 0.03% 751
2024
Q2
$162K Buy
+1,802
New +$162K 0.03% 725
2023
Q4
Sell
-603
Closed -$64.2K 1599
2023
Q3
$64.2K Buy
+603
New +$64.2K 0.01% 1148
2023
Q2
Sell
-2,855
Closed -$224K 1548
2023
Q1
$224K Buy
+2,855
New +$224K 0.07% 265
2022
Q2
Sell
-1,181
Closed -$141K 1848
2022
Q1
$141K Sell
1,181
-4
-0.3% -$478 0.07% 370
2021
Q4
$139K Buy
1,185
+594
+101% +$69.7K 0.06% 414
2021
Q3
$62K Buy
+591
New +$62K 0.04% 678