Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$934K Buy
+7,221
New +$934K 0.25% 96
2025
Q1
Sell
-6,794
Closed -$788K 119
2024
Q4
$788K Buy
6,794
+37
+0.5% +$4.29K 0.24% 98
2024
Q3
$912K Sell
6,757
-755
-10% -$102K 0.29% 91
2024
Q2
$1.02M Buy
7,512
+98
+1% +$13.3K 0.3% 88
2024
Q1
$958K Buy
+7,414
New +$958K 0.29% 88
2019
Q3
$217K Sell
2,780
-296
-10% -$23.1K 0.13% 109
2019
Q2
$247K Buy
+3,076
New +$247K 0.16% 106