Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$971K Buy
+5,008
New +$971K 0.22% 158
2024
Q4
Sell
-8,248
Closed -$978K 886
2024
Q3
$978K Buy
8,248
+5,241
+174% +$621K 0.24% 133
2024
Q2
$259K Buy
+3,007
New +$259K 0.07% 446
2024
Q1
Sell
-15,272
Closed -$588K 736
2023
Q4
$588K Sell
15,272
-4,156
-21% -$160K 0.42% 72
2023
Q3
$645K Buy
+19,428
New +$645K 0.37% 81
2023
Q2
Sell
-32,263
Closed -$774K 622
2023
Q1
$774K Buy
32,263
+6,145
+24% +$147K 0.25% 157
2022
Q4
$606K Buy
+26,118
New +$606K 0.32% 113