Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
+32,534
New +$1.56M 0.03% 330
2023
Q1
Sell
-4,601
Closed -$243K 413
2022
Q4
$243K Buy
+4,601
New +$243K 0.01% 326
2022
Q3
Sell
-4,553
Closed -$221K 398
2022
Q2
$221K Hold
4,553
0.01% 336
2022
Q1
$250K Buy
+4,553
New +$250K 0.02% 273
2018
Q1
Sell
-6,795
Closed -$144K 1086
2017
Q4
$144K Buy
+6,795
New +$144K 0.02% 523