Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$171K Buy
+33,031
New +$171K 0.09% 408
2024
Q4
Sell
-40,842
Closed -$178K 258
2024
Q3
$178K Buy
40,842
+16,334
+67% +$71.4K 0.1% 386
2024
Q2
$92.6K Buy
+24,508
New +$92.6K 0.06% 397
2024
Q1
Sell
-79,433
Closed -$272K 613
2023
Q4
$272K Buy
+79,433
New +$272K 0.15% 295
2023
Q3
Sell
-120,444
Closed -$501K 560
2023
Q2
$501K Buy
+120,444
New +$501K 0.34% 88
2022
Q4
Sell
-13,054
Closed -$56K 519
2022
Q3
$56K Sell
13,054
-24,667
-65% -$106K 0.04% 385
2022
Q2
$174K Buy
+37,721
New +$174K 0.12% 332