Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
+12,478
New +$302K 0.28% 96
2025
Q1
Sell
-3,788
Closed -$101K 597
2024
Q4
$101K Sell
3,788
-17,453
-82% -$463K 0.07% 165
2024
Q3
$568K Sell
21,241
-762
-3% -$20.4K 0.35% 63
2024
Q2
$616K Buy
22,003
+17,213
+359% +$482K 0.44% 57
2024
Q1
$133K Buy
4,790
+1,751
+58% +$48.6K 0.1% 137
2023
Q4
$87.5K Buy
+3,039
New +$87.5K 0.07% 151