Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
+4,356
New +$345K 0.08% 102
2023
Q2
Sell
-686
Closed -$73K 407
2023
Q1
$73K Buy
686
+3
+0.4% +$319 0.03% 105
2022
Q4
$75.8K Buy
683
+4
+0.6% +$444 0.03% 106
2022
Q3
$58K Sell
679
-226
-25% -$19.3K 0.03% 115
2022
Q2
$82K Buy
905
+233
+35% +$21.1K 0.03% 107
2022
Q1
$55K Buy
672
+4
+0.6% +$327 0.06% 117
2021
Q4
$51K Buy
668
+3
+0.5% +$229 0.04% 133
2021
Q3
$50K Buy
665
+4
+0.6% +$301 0.04% 142
2021
Q2
$51K Sell
661
-104
-14% -$8.02K 0.05% 132
2021
Q1
$56K Buy
765
+518
+210% +$37.9K 0.06% 112
2020
Q4
$19K Buy
+247
New +$19K 0.02% 155