Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+13,204
New +$212K 0.05% 552
2025
Q1
Sell
-37,840
Closed -$302K 819
2024
Q4
$302K Sell
37,840
-15,951
-30% -$127K 0.07% 454
2024
Q3
$606K Buy
+53,791
New +$606K 0.15% 269
2024
Q2
Sell
-78,353
Closed -$1.3M 836
2024
Q1
$1.3M Buy
+78,353
New +$1.3M 0.33% 81
2023
Q4
Sell
-17,476
Closed -$186K 517
2023
Q3
$186K Buy
+17,476
New +$186K 0.11% 351