Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
+6,356
New +$337K 0.01% 1329
2024
Q4
Sell
-18,798
Closed -$1.02M 1177
2024
Q3
$1.02M Buy
+18,798
New +$1.02M 0.06% 441
2024
Q2
Sell
-17,318
Closed -$859K 1385
2024
Q1
$859K Buy
17,318
+3,956
+30% +$196K 0.06% 451
2023
Q4
$673K Buy
+13,362
New +$673K 0.06% 470
2022
Q3
Sell
-14,504
Closed -$622K 957
2022
Q2
$622K Buy
+14,504
New +$622K 0.08% 350
2022
Q1
Sell
-11,670
Closed -$481K 715
2021
Q4
$481K Buy
+11,670
New +$481K 0.11% 266
2021
Q1
Sell
-7,545
Closed -$263K 616
2020
Q4
$263K Buy
+7,545
New +$263K 0.11% 356