Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
+20,349
New +$117K 0.02% 439
2025
Q1
Sell
-53,685
Closed -$818K 571
2024
Q4
$818K Sell
53,685
-29,700
-36% -$453K 0.24% 160
2024
Q3
$1.24M Buy
83,385
+63,693
+323% +$949K 0.4% 74
2024
Q2
$241K Buy
19,692
+7,208
+58% +$88.2K 0.18% 255
2024
Q1
$241K Sell
12,484
-27,823
-69% -$536K 0.22% 224
2023
Q4
$852K Buy
+40,307
New +$852K 0.24% 167