Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
+4,796
New +$473K 0.22% 91
2025
Q1
Sell
-1,909
Closed -$258K 221
2024
Q4
$258K Sell
1,909
-81
-4% -$11K 0.16% 103
2024
Q3
$310K Sell
1,990
-42
-2% -$6.55K 0.2% 86
2024
Q2
$301K Buy
2,032
+29
+1% +$4.29K 0.21% 83
2024
Q1
$355K Buy
2,003
+57
+3% +$10.1K 0.27% 65
2023
Q4
$277K Buy
+1,946
New +$277K 0.24% 78