Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.3K Buy
17,478
+5,985
+52% +$27.8K 0.03% 525
2025
Q1
$62.9K Buy
+11,493
New +$62.9K 0.03% 463
2024
Q2
Sell
-17,800
Closed -$213K 496
2024
Q1
$213K Buy
17,800
+2,200
+14% +$26.3K 0.05% 502
2023
Q4
$194K Sell
15,600
-4,300
-22% -$53.4K 0.05% 535
2023
Q3
$218K Buy
+19,900
New +$218K 0.08% 369
2023
Q1
Sell
-14,391
Closed -$123K 507
2022
Q4
$123K Buy
+14,391
New +$123K 0.09% 290