Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
2,540
+113
+5% +$13.6K 0.04% 637
2025
Q1
$357K Buy
+2,427
New +$357K 0.05% 429
2024
Q2
Sell
-213
Closed -$32.6K 1698
2024
Q1
$32.6K Buy
+213
New +$32.6K 0.01% 1492
2023
Q4
Sell
-573
Closed -$75.1K 1636
2023
Q3
$75.1K Sell
573
-738
-56% -$96.7K 0.02% 1053
2023
Q2
$209K Buy
1,311
+145
+12% +$23.1K 0.06% 359
2023
Q1
$185K Buy
+1,166
New +$185K 0.06% 384
2022
Q3
Sell
-4
Closed -$1K 1592
2022
Q2
$1K Sell
4
-93
-96% -$23.3K ﹤0.01% 1803
2022
Q1
$13K Sell
97
-6
-6% -$804 0.01% 1562
2021
Q4
$18K Sell
103
-2
-2% -$350 0.01% 1494
2021
Q3
$17K Buy
105
+101
+2,525% +$16.4K 0.01% 964
2021
Q2
$1K Sell
4
-107
-96% -$26.8K ﹤0.01% 1127
2021
Q1
$21K Buy
+111
New +$21K 0.03% 309