Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
+1,047
New +$333K 0.13% 89
2025
Q1
Sell
-774
Closed -$313K 107
2024
Q4
$313K Buy
+774
New +$313K 0.14% 81
2024
Q2
Sell
-1,436
Closed -$252K 119
2024
Q1
$252K Sell
1,436
-2,242
-61% -$394K 0.14% 93
2023
Q4
$457K Buy
3,678
+1,678
+84% +$208K 0.26% 69
2023
Q3
$500K Buy
2,000
+206
+11% +$51.5K 0.31% 67
2023
Q2
$470K Buy
+1,794
New +$470K 0.29% 70