Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
+23,702
New +$108K ﹤0.01% 1984
2024
Q2
Sell
-3,803
Closed -$44.1K 1892
2024
Q1
$44.1K Sell
3,803
-58
-2% -$673 ﹤0.01% 1810
2023
Q4
$63.9K Buy
3,861
+9
+0.2% +$149 ﹤0.01% 1824
2023
Q3
$87.1K Buy
3,852
+791
+26% +$17.9K ﹤0.01% 1612
2023
Q2
$97.9K Buy
+3,061
New +$97.9K ﹤0.01% 1570
2022
Q4
Sell
-3,190
Closed -$128K 1648
2022
Q3
$128K Buy
+3,190
New +$128K 0.01% 1411
2022
Q2
Sell
-2,406
Closed -$116K 1867
2022
Q1
$116K Buy
+2,406
New +$116K ﹤0.01% 1687