Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
+48,349
New +$341K 0.05% 353
2024
Q3
Sell
-105,855
Closed -$780K 391
2024
Q2
$780K Buy
+105,855
New +$780K 0.28% 116
2023
Q2
Sell
-77,829
Closed -$1.38M 184
2023
Q1
$1.38M Sell
77,829
-57,002
-42% -$1.01M 0.46% 74
2022
Q4
$1.1M Buy
+134,831
New +$1.1M 0.75% 46