Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
+12,864
New +$617K 0.34% 75
2024
Q3
Sell
-3,140
Closed -$201K 549
2024
Q2
$201K Sell
3,140
-155
-5% -$9.94K 0.12% 359
2024
Q1
$210K Buy
+3,295
New +$210K 0.12% 365
2023
Q4
Sell
-6,027
Closed -$355K 580
2023
Q3
$355K Buy
+6,027
New +$355K 0.22% 201
2022
Q4
Sell
-11,294
Closed -$488K 484
2022
Q3
$488K Buy
+11,294
New +$488K 0.32% 100