Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
+15,162
New +$660K 0.14% 217
2025
Q1
Sell
-14,216
Closed -$694K 419
2024
Q4
$694K Sell
14,216
-8,546
-38% -$417K 0.52% 63
2024
Q3
$1.24M Buy
+22,762
New +$1.24M 0.7% 33
2023
Q4
Sell
-6,005
Closed -$326K 337
2023
Q3
$326K Sell
6,005
-6,638
-53% -$361K 0.21% 162
2023
Q2
$746K Buy
+12,643
New +$746K 0.67% 48