Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
+12,055
New +$339K 0.39% 57
2025
Q1
Sell
-8,031
Closed -$336K 204
2024
Q4
$336K Buy
+8,031
New +$336K 0.19% 72
2024
Q2
Sell
-18,352
Closed -$813K 527
2024
Q1
$813K Sell
18,352
-2,115
-10% -$93.7K 0.3% 57
2023
Q4
$1.09M Buy
20,467
+12,815
+167% +$681K 0.35% 33
2023
Q3
$358K Buy
+7,652
New +$358K 0.18% 152