Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+6,842
New +$222K 0.02% 806
2024
Q1
Sell
-25,876
Closed -$880K 814
2023
Q4
$880K Buy
25,876
+2,859
+12% +$97.2K 0.1% 229
2023
Q3
$735K Sell
23,017
-1,266
-5% -$40.4K 0.09% 221
2023
Q2
$699K Buy
+24,283
New +$699K 0.08% 235