Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
+17,104
New +$259K 0.02% 741
2025
Q1
Sell
-32
Closed -$327 2155
2024
Q4
$327 Sell
32
-33,051
-100% -$338K 0.03% 583
2024
Q3
$379K Sell
33,083
-520
-2% -$5.96K 0.03% 563
2024
Q2
$335K Buy
33,603
+10,854
+48% +$108K 0.03% 577
2024
Q1
$267K Sell
22,749
-86
-0.4% -$1.01K 0.03% 640
2023
Q4
$261K Sell
22,835
-129
-0.6% -$1.47K 0.03% 638
2023
Q3
$263K Buy
+22,964
New +$263K 0.03% 598