Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Buy
+24,091
New +$189K 0.22% 254
2024
Q2
Sell
-34,336
Closed -$760K 772
2024
Q1
$760K Buy
34,336
+1,126
+3% +$24.9K 0.28% 72
2023
Q4
$705K Buy
+33,210
New +$705K 0.22% 102
2022
Q2
Sell
-10,420
Closed -$278K 539
2022
Q1
$278K Sell
10,420
-584
-5% -$15.6K 0.12% 259
2021
Q4
$441K Buy
+11,004
New +$441K 0.2% 105