Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+1,727
New +$223K 0.12% 365
2024
Q4
Sell
-4,566
Closed -$617K 413
2024
Q3
$617K Buy
+4,566
New +$617K 0.34% 82
2023
Q4
Sell
-3,659
Closed -$333K 691
2023
Q3
$333K Sell
3,659
-779
-18% -$70.9K 0.2% 221
2023
Q2
$500K Buy
4,438
+1,591
+56% +$179K 0.34% 89
2023
Q1
$298K Buy
+2,847
New +$298K 0.19% 237