Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
+46,388
New +$169K 0.02% 521
2025
Q1
Sell
-122,642
Closed -$497K 1259
2024
Q4
$497K Buy
122,642
+50,948
+71% +$206K 0.05% 343
2024
Q3
$297K Buy
+71,694
New +$297K 0.03% 428
2024
Q1
Sell
-8,854
Closed -$31.7K 1324
2023
Q4
$31.7K Sell
8,854
-723
-8% -$2.59K 0.01% 598
2023
Q3
$32.4K Buy
+9,577
New +$32.4K 0.02% 514