Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
13,622
+795
+6% +$7.81K 0.01% 370
2025
Q1
$93.3K Buy
+12,827
New +$93.3K ﹤0.01% 385
2024
Q2
Sell
-21,830
Closed -$254K 338
2024
Q1
$254K Sell
21,830
-2,533
-10% -$29.5K 0.02% 297
2023
Q4
$272K Buy
24,363
+4,742
+24% +$53K 0.02% 246
2023
Q3
$303K Sell
19,621
-1,983
-9% -$30.6K 0.02% 206
2023
Q2
$409K Buy
21,604
+3,464
+19% +$65.6K 0.03% 163
2023
Q1
$276K Buy
+18,140
New +$276K 0.02% 244