Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
4,240
+1,674
+65% +$261K 0.36% 62
2025
Q1
$422K Buy
+2,566
New +$422K 0.24% 170
2024
Q2
Sell
-2,617
Closed -$443K 683
2024
Q1
$443K Buy
+2,617
New +$443K 0.25% 142
2023
Q3
Sell
-2,496
Closed -$430K 643
2023
Q2
$430K Buy
+2,496
New +$430K 0.29% 116
2023
Q1
Sell
-2,754
Closed -$404K 623
2022
Q4
$404K Buy
2,754
+466
+20% +$68.3K 0.27% 136
2022
Q3
$339K Buy
+2,288
New +$339K 0.22% 190
2022
Q2
Sell
-3,422
Closed -$645K 573
2022
Q1
$645K Buy
+3,422
New +$645K 0.53% 29