Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
+320
New +$287K 0.33% 91
2024
Q3
Sell
-302
Closed -$249K 580
2024
Q2
$249K Sell
302
-36
-11% -$29.7K 0.13% 258
2024
Q1
$236K Buy
+338
New +$236K 0.09% 359
2023
Q2
Sell
-2,111
Closed -$843K 474
2023
Q1
$843K Buy
2,111
+503
+31% +$201K 0.58% 12
2022
Q4
$606K Buy
+1,608
New +$606K 0.5% 31