Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
+371
New +$214K 0.07% 454
2024
Q3
Sell
-1,316
Closed -$634K 539
2024
Q2
$634K Sell
1,316
-1,084
-45% -$522K 0.15% 251
2024
Q1
$1.35M Buy
2,400
+720
+43% +$404K 0.32% 89
2023
Q4
$950K Buy
+1,680
New +$950K 0.25% 128
2023
Q3
Sell
-700
Closed -$329K 555
2023
Q2
$329K Buy
+700
New +$329K 0.41% 97
2023
Q1
Sell
-789
Closed -$367K 583
2022
Q4
$367K Buy
+789
New +$367K 0.26% 152