Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
+8,727
New +$650K 0.14% 224
2024
Q4
Sell
-7,262
Closed -$473K 295
2024
Q3
$473K Sell
7,262
-636
-8% -$41.4K 0.27% 146
2024
Q2
$424K Buy
+7,898
New +$424K 0.32% 116
2024
Q1
Sell
-9,531
Closed -$416K 271
2023
Q4
$416K Buy
+9,531
New +$416K 0.3% 120
2023
Q3
Sell
-7,732
Closed -$346K 259
2023
Q2
$346K Sell
7,732
-1,181
-13% -$52.8K 0.31% 126
2023
Q1
$395K Buy
+8,913
New +$395K 0.5% 80