Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
112,618
+42,825
+61% +$215K 0.07% 199
2025
Q1
$316K Buy
+69,793
New +$316K 0.04% 265
2023
Q3
Sell
-69,356
Closed -$238K 299
2023
Q2
$238K Buy
69,356
+31,871
+85% +$109K 0.04% 268
2023
Q1
$113K Buy
37,485
+163
+0.4% +$491 0.02% 270
2022
Q4
$120K Sell
37,322
-239
-0.6% -$768 0.02% 252
2022
Q3
$99K Buy
37,561
+884
+2% +$2.33K 0.02% 255
2022
Q2
$93K Buy
+36,677
New +$93K 0.02% 253