Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
+6,458
New +$310K 0.08% 208
2024
Q4
Sell
-6,231
Closed -$406K 248
2024
Q3
$406K Buy
+6,231
New +$406K 0.1% 195
2022
Q2
Sell
-38,847
Closed -$1.98M 161
2022
Q1
$1.98M Buy
38,847
+18,983
+96% +$969K 0.32% 77
2021
Q4
$902K Buy
+19,864
New +$902K 0.14% 106