Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
+5,593
New +$436K 0.03% 291
2025
Q1
Sell
-2,686
Closed -$219K 387
2024
Q4
$219K Sell
2,686
-910
-25% -$74.3K 0.02% 346
2024
Q3
$251K Buy
+3,596
New +$251K 0.02% 320
2024
Q2
Sell
-3,483
Closed -$228K 370
2024
Q1
$228K Buy
3,483
+36
+1% +$2.35K 0.02% 332
2023
Q4
$248K Buy
3,447
+45
+1% +$3.24K 0.02% 321
2023
Q3
$238K Buy
3,402
+38
+1% +$2.66K 0.02% 313
2023
Q2
$228K Buy
+3,364
New +$228K 0.02% 334