Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Buy
+145,416
New +$880K 0.04% 741
2025
Q1
Sell
-13,918
Closed -$90.6K 3103
2024
Q4
$90.6K Buy
+13,918
New +$90.6K 0.01% 1778
2022
Q3
Sell
-14,426
Closed -$36K 1387
2022
Q2
$36K Buy
+14,426
New +$36K 0.01% 779
2022
Q1
Sell
-10,135
Closed -$36K 949
2021
Q4
$36K Buy
+10,135
New +$36K 0.02% 595
2021
Q3
Sell
-12,507
Closed -$58K 1058
2021
Q2
$58K Buy
+12,507
New +$58K 0.02% 718