Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
6,775
+4,011
+145% +$304K 0.04% 321
2025
Q1
$207K Sell
2,764
-434
-14% -$32.6K 0.02% 365
2024
Q4
$245K Buy
3,198
+226
+8% +$17.3K 0.02% 317
2024
Q3
$232K Buy
+2,972
New +$232K 0.03% 231
2023
Q3
Sell
-649
Closed -$48.2K 858
2023
Q2
$48.2K Buy
+649
New +$48.2K 0.01% 322
2023
Q1
Sell
-82
Closed -$6.27K 784
2022
Q4
$6.27K Buy
+82
New +$6.27K ﹤0.01% 483