Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
+694
New +$533K 0.12% 303
2024
Q3
Sell
-2,600
Closed -$816K 854
2024
Q2
$816K Buy
2,600
+1,737
+201% +$545K 0.23% 155
2024
Q1
$228K Sell
863
-2,109
-71% -$557K 0.06% 492
2023
Q4
$558K Buy
+2,972
New +$558K 0.4% 83
2023
Q3
Sell
-2,773
Closed -$445K 564
2023
Q2
$445K Buy
+2,773
New +$445K 0.24% 168
2023
Q1
Sell
-3,599
Closed -$284K 580
2022
Q4
$284K Buy
+3,599
New +$284K 0.15% 291