Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
+4,574
New +$243K ﹤0.01% 1232
2024
Q1
Sell
-8,524
Closed -$372K 1313
2023
Q4
$372K Buy
8,524
+55
+0.6% +$2.4K ﹤0.01% 1016
2023
Q3
$388K Sell
8,469
-12
-0.1% -$550 0.01% 974
2023
Q2
$423K Sell
8,481
-413
-5% -$20.6K 0.01% 958
2023
Q1
$477K Buy
8,894
+64
+0.7% +$3.43K 0.01% 927
2022
Q4
$604K Buy
8,830
+75
+0.9% +$5.13K 0.01% 829
2022
Q3
$535K Buy
8,755
+83
+1% +$5.07K 0.01% 819
2022
Q2
$296K Buy
8,672
+624
+8% +$21.3K 0.01% 1012
2022
Q1
$345K Buy
8,048
+5,434
+208% +$233K 0.01% 1001
2021
Q4
$209K Buy
+2,614
New +$209K ﹤0.01% 1117