Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Buy
+134,312
New +$189K 0.09% 494
2025
Q1
Sell
-119,977
Closed -$185K 709
2024
Q4
$185K Buy
119,977
+38,777
+48% +$59.7K 0.08% 607
2024
Q3
$141K Buy
+81,200
New +$141K 0.08% 523
2024
Q2
Sell
-57,765
Closed -$109K 981
2024
Q1
$109K Buy
57,765
+38,663
+202% +$73.1K 0.1% 369
2023
Q4
$41.3K Buy
+19,102
New +$41.3K 0.04% 816