Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
+11,206
New +$632K 0.15% 256
2024
Q4
Sell
-16,753
Closed -$847K 837
2024
Q3
$847K Sell
16,753
-9,732
-37% -$492K 0.21% 176
2024
Q2
$1.29M Buy
26,485
+1,775
+7% +$86.6K 0.36% 69
2024
Q1
$1.14M Buy
24,710
+8,917
+56% +$413K 0.29% 112
2023
Q4
$690K Buy
+15,793
New +$690K 0.49% 38
2023
Q3
Sell
-7,216
Closed -$309K 548
2023
Q2
$309K Buy
+7,216
New +$309K 0.16% 269