Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
+4,861
New +$379K 0.08% 242
2025
Q1
Sell
-3,393
Closed -$277K 393
2024
Q4
$277K Sell
3,393
-5,091
-60% -$415K 0.12% 228
2024
Q3
$592K Buy
+8,484
New +$592K 0.24% 150
2024
Q2
Sell
-12,020
Closed -$786K 363
2024
Q1
$786K Buy
+12,020
New +$786K 0.41% 96
2023
Q4
Sell
-3,872
Closed -$271K 367
2023
Q3
$271K Buy
3,872
+862
+29% +$60.3K 0.15% 218
2023
Q2
$204K Buy
+3,010
New +$204K 0.12% 249