Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
+2,410
New +$348K 0.13% 114
2025
Q1
Sell
-2,784
Closed -$240K 148
2024
Q4
$240K Sell
2,784
-151
-5% -$13K 0.1% 135
2024
Q3
$321K Buy
2,935
+163
+6% +$17.9K 0.13% 124
2024
Q2
$286K Sell
2,772
-45
-2% -$4.65K 0.12% 128
2024
Q1
$262K Buy
2,817
+165
+6% +$15.4K 0.12% 134
2023
Q4
$226K Buy
+2,652
New +$226K 0.11% 137