Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
32,387
+26,846
+484% +$657K 0.09% 222
2025
Q1
$153K Buy
+5,541
New +$153K 0.02% 498
2024
Q2
Sell
-12,339
Closed -$373K 1330
2024
Q1
$373K Buy
+12,339
New +$373K 0.09% 249
2023
Q4
Sell
-14,656
Closed -$377K 1087
2023
Q3
$377K Sell
14,656
-9,194
-39% -$236K 0.19% 125
2023
Q2
$732K Buy
23,850
+18,663
+360% +$573K 0.23% 103
2023
Q1
$152K Buy
5,187
+4,419
+575% +$130K 0.1% 151
2022
Q4
$21K Buy
+768
New +$21K 0.02% 314