Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+1,338
New +$204K 0.08% 88
2024
Q3
Sell
-2,974
Closed -$304K 524
2024
Q2
$304K Sell
2,974
-583
-16% -$59.6K 0.11% 84
2024
Q1
$315K Buy
3,557
+669
+23% +$59.3K 0.12% 80
2023
Q4
$264K Hold
2,888
0.11% 85
2023
Q3
$226K Buy
2,888
+520
+22% +$40.7K 0.1% 87
2023
Q2
$198K Buy
2,368
+2,064
+679% +$173K 0.08% 98
2023
Q1
$26.7K Sell
304
-2,064
-87% -$181K 0.03% 158
2022
Q4
$237K Buy
+2,368
New +$237K 0.11% 83