Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
+13,977
New +$152K 0.01% 497
2024
Q3
Sell
-11,979
Closed -$150K 444
2024
Q2
$150K Buy
11,979
+323
+3% +$4.05K 0.02% 368
2024
Q1
$155K Buy
+11,656
New +$155K 0.02% 366
2023
Q4
Sell
-11,743
Closed -$146K 370
2023
Q3
$146K Buy
11,743
+1,034
+10% +$12.8K 0.02% 316
2023
Q2
$162K Buy
+10,709
New +$162K 0.02% 317
2022
Q4
Sell
-23,357
Closed -$262K 229
2022
Q3
$262K Buy
23,357
+307
+1% +$3.44K 0.05% 151
2022
Q2
$257K Buy
23,050
+977
+4% +$10.9K 0.05% 160
2022
Q1
$373K Buy
+22,073
New +$373K 0.07% 123