Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,719
Closed -$226K 223
2025
Q1
$226K Buy
+22,719
New +$226K 0.07% 205
2024
Q4
Sell
-23,858
Closed -$278K 230
2024
Q3
$278K Buy
+23,858
New +$278K 0.08% 190
2024
Q1
Sell
-32,173
Closed -$510K 183
2023
Q4
$510K Buy
32,173
+16,513
+105% +$262K 0.18% 109
2023
Q3
$209K Sell
15,660
-2,194
-12% -$29.3K 0.1% 140
2023
Q2
$239K Buy
17,854
+141
+0.8% +$1.89K 0.09% 161
2023
Q1
$279K Buy
17,713
+196
+1% +$3.09K 0.1% 149
2022
Q4
$297K Buy
+17,517
New +$297K 0.12% 141