Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
+1,629
New +$214K 0.03% 866
2024
Q4
Sell
-935
Closed -$99.9K 1732
2024
Q3
$99.9K Sell
935
-566
-38% -$60.5K 0.01% 1139
2024
Q2
$149K Buy
1,501
+964
+180% +$95.4K 0.02% 785
2024
Q1
$49.7K Buy
+537
New +$49.7K 0.01% 1294
2023
Q1
Sell
-572
Closed -$29K 1686
2022
Q4
$29K Buy
+572
New +$29K 0.01% 1251
2021
Q3
Sell
-663
Closed -$66K 1273
2021
Q2
$66K Buy
+663
New +$66K 0.04% 628