Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
+19,958
New +$169K 0.13% 288
2024
Q2
Sell
-57,739
Closed -$388K 567
2024
Q1
$388K Buy
+57,739
New +$388K 0.05% 392
2022
Q4
Sell
-13,559
Closed -$102K 567
2022
Q3
$102K Sell
13,559
-5,241
-28% -$39.4K 0.02% 519
2022
Q2
$116K Buy
18,800
+7,867
+72% +$48.5K 0.04% 401
2022
Q1
$83K Buy
+10,933
New +$83K 0.03% 395
2020
Q3
Sell
-14,365
Closed -$115K 352
2020
Q2
$115K Sell
14,365
-1,579
-10% -$12.6K 0.03% 521
2020
Q1
$69K Sell
15,944
-23,169
-59% -$100K 0.22% 109
2019
Q4
$310K Buy
+39,113
New +$310K 0.09% 417