Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+2,252
New +$222K 0.07% 101
2025
Q1
Sell
-1,672
Closed -$226K 113
2024
Q4
$226K Buy
1,672
+113
+7% +$15.3K 0.08% 96
2024
Q3
$243K Buy
1,559
+172
+12% +$26.8K 0.09% 95
2024
Q2
$205K Buy
1,387
+29
+2% +$4.29K 0.08% 97
2024
Q1
$241K Buy
+1,358
New +$241K 0.1% 87
2023
Q2
Sell
-1,288
Closed -$213K 108
2023
Q1
$213K Buy
+1,288
New +$213K 0.11% 97