Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
+4,074
New +$580K 0.19% 177
2025
Q1
Sell
-3,921
Closed -$586K 534
2024
Q4
$586K Sell
3,921
-2,941
-43% -$440K 0.26% 148
2024
Q3
$1.12M Buy
6,862
+5,255
+327% +$861K 0.34% 105
2024
Q2
$223K Buy
+1,607
New +$223K 0.05% 401
2023
Q1
Sell
-5,205
Closed -$389K 515
2022
Q4
$389K Buy
+5,205
New +$389K 0.27% 144