Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
909
-517
-36% -$185K 0.13% 131
2025
Q1
$388K Buy
1,426
+58
+4% +$15.8K 0.11% 188
2024
Q4
$454K Buy
1,368
+56
+4% +$18.6K 0.13% 194
2024
Q3
$435K Sell
1,312
-741
-36% -$246K 0.12% 204
2024
Q2
$644K Buy
+2,053
New +$644K 0.18% 189
2023
Q3
Sell
-195
Closed -$39.2K 396
2023
Q2
$39.2K Sell
195
-76
-28% -$15.3K 0.01% 356
2023
Q1
$46.4K Sell
271
-2
-0.7% -$343 0.02% 304
2022
Q4
$42.8K Buy
+273
New +$42.8K 0.02% 292