Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
+9,522
New +$268K 0.03% 369
2025
Q1
Sell
-11,027
Closed -$462K 609
2024
Q4
$462K Sell
11,027
-3,918
-26% -$164K 0.04% 259
2024
Q3
$483K Sell
14,945
-1,240
-8% -$40.1K 0.05% 237
2024
Q2
$629K Buy
16,185
+7,722
+91% +$300K 0.06% 140
2024
Q1
$375K Sell
8,463
-9,804
-54% -$434K 0.03% 336
2023
Q4
$971K Buy
18,267
+5,753
+46% +$306K 0.09% 47
2023
Q3
$585K Buy
12,514
+7,164
+134% +$335K 0.06% 126
2023
Q2
$234K Buy
+5,350
New +$234K 0.03% 485