Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
+27,834
New +$190K 0.22% 252
2025
Q1
Sell
-33,753
Closed -$124K 277
2024
Q4
$124K Buy
33,753
+13,879
+70% +$50.8K 0.07% 334
2024
Q3
$65.6K Buy
+19,874
New +$65.6K 0.03% 462
2023
Q4
Sell
-29,027
Closed -$356K 612
2023
Q3
$356K Buy
+29,027
New +$356K 0.18% 153
2022
Q4
Sell
-11,044
Closed -$180K 339
2022
Q3
$180K Sell
11,044
-3,176
-22% -$51.8K 0.22% 198
2022
Q2
$225K Sell
14,220
-408
-3% -$6.46K 0.21% 201
2022
Q1
$324K Buy
+14,628
New +$324K 0.14% 209