Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+2,077
New +$219K 0.07% 167
2024
Q1
Sell
-9,090
Closed -$416K 573
2023
Q4
$416K Sell
9,090
-350
-4% -$16K 0.03% 434
2023
Q3
$273K Buy
9,440
+2,105
+29% +$60.9K 0.02% 506
2023
Q2
$296K Buy
+7,335
New +$296K 0.02% 594
2022
Q4
Sell
-7,831
Closed -$281K 785
2022
Q3
$281K Buy
+7,831
New +$281K 0.01% 572