Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
+29
New +$214K 0.04% 228
2024
Q4
Sell
-37
Closed -$363K 275
2024
Q3
$363K Sell
37
-4
-10% -$39.2K 0.08% 143
2024
Q2
$311K Sell
41
-6
-13% -$45.5K 0.07% 171
2024
Q1
$381K Buy
+47
New +$381K 0.09% 151
2023
Q1
Sell
-46
Closed -$212K 264
2022
Q4
$212K Sell
46
-6
-12% -$27.7K 0.07% 198
2022
Q3
$207K Buy
+52
New +$207K 0.07% 193