Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
+2,151
New +$154K 0.01% 615
2024
Q2
Sell
-2,547
Closed -$240K 214
2024
Q1
$240K Buy
2,547
+156
+7% +$14.7K 0.06% 136
2023
Q4
$260K Sell
2,391
-142
-6% -$15.5K 0.04% 197
2023
Q3
$243K Sell
2,533
-216
-8% -$20.7K 0.04% 196
2023
Q2
$304K Buy
2,749
+150
+6% +$16.6K 0.05% 173
2023
Q1
$319K Buy
2,599
+72
+3% +$8.83K 0.08% 102
2022
Q4
$296K Buy
+2,527
New +$296K 0.11% 62
2020
Q2
Sell
-988
Closed -$82K 222
2020
Q1
$82K Buy
+988
New +$82K 0.06% 84