Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+1,622
New +$205K 0.05% 131
2025
Q1
Sell
-1,622
Closed -$213K 148
2024
Q4
$213K Sell
1,622
-16,098
-91% -$2.11M 0.05% 127
2024
Q3
$1.91M Sell
17,720
-127
-0.7% -$13.7K 0.45% 93
2024
Q2
$1.89M Buy
17,847
+443
+3% +$47K 0.49% 92
2024
Q1
$2.12M Buy
17,404
+978
+6% +$119K 0.55% 86
2023
Q4
$1.44M Sell
16,426
-337
-2% -$29.5K 0.44% 96
2023
Q3
$1.25M Buy
+16,763
New +$1.25M 0.39% 102