Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
+18,631
New +$840K 0.1% 104
2025
Q1
Sell
-3,159
Closed -$178K 1725
2024
Q4
$178K Sell
3,159
-870
-22% -$49K 0.02% 912
2024
Q3
$208K Buy
4,029
+78
+2% +$4.02K 0.03% 680
2024
Q2
$196K Buy
+3,951
New +$196K 0.03% 568
2024
Q1
Sell
-1,852
Closed -$117K 1706
2023
Q4
$117K Buy
+1,852
New +$117K 0.02% 889
2022
Q2
Sell
-138
Closed -$8K 1984
2022
Q1
$8K Buy
138
+79
+134% +$4.58K ﹤0.01% 1625
2021
Q4
$5K Buy
+59
New +$5K ﹤0.01% 1723