Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
+1,886
New +$298K 0.14% 39
2025
Q1
Sell
-3,748
Closed -$503K 50
2024
Q4
$503K Buy
3,748
+1,351
+56% +$181K 0.24% 36
2024
Q3
$291K Buy
2,397
+383
+19% +$46.5K 0.15% 42
2024
Q2
$249K Sell
2,014
-1,706
-46% -$211K 0.14% 48
2024
Q1
$336K Buy
+3,720
New +$336K 0.2% 43
2022
Q2
Sell
-830
Closed -$22.6K 119
2022
Q1
$22.6K Buy
+830
New +$22.6K 0.02% 74