Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
+1,103
New +$252K 0.03% 778
2024
Q4
Sell
-1,173
Closed -$302K 2328
2024
Q3
$302K Buy
1,173
+8
+0.7% +$2.06K 0.01% 690
2024
Q2
$256K Sell
1,165
-15
-1% -$3.3K ﹤0.01% 835
2024
Q1
$299K Sell
1,180
-6,386
-84% -$1.62M ﹤0.01% 639
2023
Q4
$1.81M Buy
+7,566
New +$1.81M 0.02% 135
2023
Q3
Sell
-3,274
Closed -$618K 2051
2023
Q2
$618K Buy
+3,274
New +$618K 0.01% 293
2023
Q1
Sell
-3,872
Closed -$624K 2026
2022
Q4
$624K Buy
+3,872
New +$624K 0.02% 264
2022
Q3
Hold
0
1970
2022
Q2
Hold
0
1807