Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
+1,725
New +$392K 0.05% 450
2024
Q4
Sell
-321
Closed -$87.9K 1694
2024
Q3
$87.9K Sell
321
-46
-13% -$12.6K 0.01% 1232
2024
Q2
$110K Sell
367
-4
-1% -$1.2K 0.02% 959
2024
Q1
$107K Buy
371
+37
+11% +$10.7K 0.02% 955
2023
Q4
$84.5K Sell
334
-460
-58% -$116K 0.02% 1107
2023
Q3
$210K Buy
794
+477
+150% +$126K 0.05% 419
2023
Q2
$78.6K Buy
+317
New +$78.6K 0.02% 957
2022
Q4
Sell
-591
Closed -$88K 1631
2022
Q3
$88K Buy
591
+571
+2,855% +$85K 0.04% 687
2022
Q2
$5K Buy
+20
New +$5K ﹤0.01% 1716