Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
141,873
+59,813
+73% +$211K 0.02% 1101
2025
Q1
$263K Buy
+82,060
New +$263K 0.01% 1504
2024
Q4
Sell
-17,732
Closed -$90.4K 2549
2024
Q3
$90.4K Buy
+17,732
New +$90.4K 0.01% 1615
2022
Q2
Sell
-17,240
Closed -$77K 962
2022
Q1
$77K Sell
17,240
-2,841
-14% -$12.7K 0.03% 547
2021
Q4
$139K Sell
20,081
-65,765
-77% -$455K 0.08% 414
2021
Q3
$716K Buy
+85,846
New +$716K 0.24% 98