Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
+17,622
New +$1.36M 0.06% 502
2024
Q3
Sell
-3,724
Closed -$399K 2066
2024
Q2
$399K Buy
3,724
+1,110
+42% +$119K 0.03% 784
2024
Q1
$372K Buy
+2,614
New +$372K 0.05% 665
2023
Q3
Sell
-2,423
Closed -$239K 1540
2023
Q2
$239K Buy
+2,423
New +$239K 0.04% 888
2022
Q1
Sell
-2,408
Closed -$289K 665
2021
Q4
$289K Buy
+2,408
New +$289K 0.16% 218