Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
+7,608
New +$333K 0.01% 1355
2025
Q1
Sell
-6,615
Closed -$243K 2771
2024
Q4
$243K Buy
+6,615
New +$243K 0.02% 1385
2024
Q1
Sell
-11,157
Closed -$180K 2117
2023
Q4
$180K Buy
+11,157
New +$180K 0.04% 996
2023
Q3
Sell
-14,748
Closed -$249K 1803
2023
Q2
$249K Buy
+14,748
New +$249K 0.04% 856
2023
Q1
Sell
-19,046
Closed -$261K 1487
2022
Q4
$261K Buy
+19,046
New +$261K 0.06% 688
2021
Q4
Sell
-4,711
Closed -$316K 859
2021
Q3
$316K Buy
+4,711
New +$316K 0.11% 327
2021
Q2
Sell
-2,881
Closed -$268K 966
2021
Q1
$268K Buy
+2,881
New +$268K 0.13% 333