Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+2,382
New +$222K 0.02% 388
2025
Q1
Sell
-5,566
Closed -$336K 402
2024
Q4
$336K Sell
5,566
-196
-3% -$11.8K 0.03% 310
2024
Q3
$433K Sell
5,762
-855
-13% -$64.3K 0.04% 279
2024
Q2
$481K Buy
6,617
+510
+8% +$37.1K 0.05% 262
2024
Q1
$470K Buy
6,107
+58
+1% +$4.47K 0.05% 264
2023
Q4
$372K Sell
6,049
-915
-13% -$56.3K 0.04% 285
2023
Q3
$320K Buy
6,964
+733
+12% +$33.7K 0.04% 288
2023
Q2
$269K Buy
+6,231
New +$269K 0.03% 323