Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
+9,436
New +$276K 0.01% 1379
2024
Q2
Sell
-42,119
Closed -$1.22M 1974
2024
Q1
$1.22M Buy
+42,119
New +$1.22M 0.09% 301
2023
Q4
Sell
-9,291
Closed -$238K 1690
2023
Q3
$238K Buy
+9,291
New +$238K 0.02% 853
2021
Q4
Sell
-8,183
Closed -$281K 912
2021
Q3
$281K Buy
+8,183
New +$281K 0.05% 482