Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
+19,474
New +$381K 0.01% 1290
2024
Q3
Sell
-46,453
Closed -$721K 1352
2024
Q2
$721K Buy
+46,453
New +$721K 0.04% 649
2024
Q1
Sell
-34,127
Closed -$410K 1401
2023
Q4
$410K Buy
34,127
+17,396
+104% +$209K 0.04% 690
2023
Q3
$117K Buy
+16,731
New +$117K 0.01% 956
2021
Q4
Sell
-5,233
Closed -$332K 605
2021
Q3
$332K Buy
+5,233
New +$332K 0.06% 439
2021
Q2
Sell
-8,734
Closed -$550K 649
2021
Q1
$550K Buy
+8,734
New +$550K 0.15% 230