Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
+2,011
New +$242K 0.11% 347
2024
Q3
Sell
-10,528
Closed -$994K 995
2024
Q2
$994K Buy
10,528
+2,642
+34% +$249K 0.17% 178
2024
Q1
$872K Buy
+7,886
New +$872K 0.17% 183
2023
Q4
Sell
-3,308
Closed -$232K 537
2023
Q3
$232K Sell
3,308
-3,701
-53% -$260K 0.07% 366
2023
Q2
$466K Buy
7,009
+2,700
+63% +$180K 0.24% 188
2023
Q1
$255K Buy
+4,309
New +$255K 0.38% 128