Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
4,281
+2,132
+99% +$288K 0.32% 86
2025
Q1
$275K Buy
+2,149
New +$275K 0.16% 290
2024
Q3
Sell
-6,001
Closed -$619K 600
2024
Q2
$619K Buy
6,001
+2,012
+50% +$208K 0.37% 65
2024
Q1
$378K Buy
+3,989
New +$378K 0.22% 185
2023
Q4
Sell
-3,493
Closed -$325K 628
2023
Q3
$325K Buy
3,493
+912
+35% +$84.8K 0.2% 227
2023
Q2
$254K Sell
2,581
-553
-18% -$54.3K 0.17% 279
2023
Q1
$306K Buy
+3,134
New +$306K 0.2% 229
2022
Q4
Sell
-7,782
Closed -$681K 544
2022
Q3
$681K Buy
7,782
+161
+2% +$14.1K 0.44% 47
2022
Q2
$598K Buy
+7,621
New +$598K 0.41% 62