Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Buy
+13,931
New +$147K 0.03% 434
2024
Q4
Sell
-18,026
Closed -$362K 250
2024
Q3
$362K Buy
+18,026
New +$362K 0.2% 181
2024
Q2
Sell
-67,745
Closed -$1.21M 225
2024
Q1
$1.21M Buy
67,745
+54,569
+414% +$978K 0.7% 49
2023
Q4
$254K Buy
+13,176
New +$254K 0.18% 164
2023
Q1
Sell
-8,138
Closed -$234K 151
2022
Q4
$234K Buy
+8,138
New +$234K 0.7% 70