Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
+4,577
New +$389K 0.09% 376
2025
Q1
Sell
-6,043
Closed -$423K 780
2024
Q4
$423K Buy
+6,043
New +$423K 0.09% 375
2024
Q2
Sell
-6,798
Closed -$781K 807
2024
Q1
$781K Buy
+6,798
New +$781K 0.2% 193
2023
Q4
Sell
-5,435
Closed -$519K 500
2023
Q3
$519K Buy
5,435
+2,290
+73% +$219K 0.29% 145
2023
Q2
$321K Sell
3,145
-828
-21% -$84.5K 0.17% 250
2023
Q1
$404K Sell
3,973
-3,665
-48% -$372K 0.13% 297
2022
Q4
$692K Buy
+7,638
New +$692K 0.36% 85