Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Buy
+21,169
New +$147K 0.08% 415
2024
Q4
Sell
-24,763
Closed -$151K 116
2024
Q3
$151K Buy
24,763
+4,641
+23% +$28.3K 0.08% 392
2024
Q2
$129K Buy
+20,122
New +$129K 0.08% 388
2024
Q1
Sell
-11,075
Closed -$85.8K 503
2023
Q4
$85.8K Buy
11,075
+364
+3% +$2.82K 0.05% 427
2023
Q3
$69.6K Buy
+10,711
New +$69.6K 0.04% 402