Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
+63,777
New +$191K 0.01% 1723
2025
Q1
Sell
-20,846
Closed -$206K 2895
2024
Q4
$206K Buy
+20,846
New +$206K 0.02% 1525
2024
Q1
Sell
-16,657
Closed -$54.5K 2177
2023
Q4
$54.5K Buy
+16,657
New +$54.5K 0.01% 1219
2022
Q3
Sell
-27,099
Closed -$75K 1306
2022
Q2
$75K Buy
+27,099
New +$75K 0.03% 705