Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
+21,017
New +$284K 0.03% 687
2025
Q1
Sell
-24,895
Closed -$505K 1647
2024
Q4
$505K Buy
+24,895
New +$505K 0.06% 252
2024
Q2
Sell
-2,278
Closed -$35.3K 1662
2024
Q1
$35.3K Sell
2,278
-3,338
-59% -$51.7K 0.01% 1457
2023
Q4
$107K Buy
5,616
+878
+19% +$16.7K 0.02% 938
2023
Q3
$86.8K Buy
+4,738
New +$86.8K 0.02% 954
2021
Q3
Sell
-244
Closed -$15K 1217
2021
Q2
$15K Buy
+244
New +$15K 0.01% 967