Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,577
Closed -$352K 2656
2025
Q1
$352K Buy
+3,577
New +$352K 0.02% 1288
2024
Q4
Sell
-3,100
Closed -$404K 2504
2024
Q3
$404K Buy
+3,100
New +$404K 0.03% 977
2024
Q2
Sell
-6,541
Closed -$617K 2082
2024
Q1
$617K Buy
6,541
+2,010
+44% +$190K 0.08% 366
2023
Q4
$360K Buy
+4,531
New +$360K 0.08% 487
2021
Q3
Sell
-4,929
Closed -$418K 809
2021
Q2
$418K Buy
+4,929
New +$418K 0.14% 241