Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,369
Closed -$266K 1104
2025
Q1
$266K Buy
+22,369
New +$266K 0.07% 227
2024
Q4
Sell
-18,374
Closed -$234K 1078
2024
Q3
$234K Buy
+18,374
New +$234K 0.04% 334
2024
Q2
Sell
-1,576
Closed -$30.5K 1301
2024
Q1
$30.5K Sell
1,576
-7,720
-83% -$149K 0.01% 911
2023
Q4
$139K Buy
+9,296
New +$139K 0.03% 171