Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,288
Closed -$408K 456
2025
Q1
$408K Buy
1,288
+531
+70% +$168K 0.08% 322
2024
Q4
$255K Buy
+757
New +$255K 0.08% 354
2023
Q4
Sell
-3,345
Closed -$995K 437
2023
Q3
$995K Buy
+3,345
New +$995K 0.29% 121
2022
Q4
Sell
-1,309
Closed -$290K 155
2022
Q3
$290K Buy
+1,309
New +$290K 1.05% 30
2022
Q2
Sell
-1,985
Closed -$631K 191
2022
Q1
$631K Buy
+1,985
New +$631K 0.33% 111