Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
+6,883
New +$168K 0.04% 179
2025
Q1
Sell
-16,396
Closed -$535K 146
2024
Q4
$535K Buy
16,396
+7,973
+95% +$260K 0.22% 33
2024
Q3
$302K Buy
+8,423
New +$302K 0.13% 61
2024
Q2
Sell
-10,163
Closed -$307K 123
2024
Q1
$307K Buy
+10,163
New +$307K 0.12% 57
2022
Q3
Sell
-6,294
Closed -$204K 80
2022
Q2
$204K Buy
+6,294
New +$204K 0.19% 60