Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
+1,752
New +$174K 0.02% 1019
2024
Q1
Sell
-1,570
Closed -$117K 1681
2023
Q4
$117K Buy
1,570
+309
+25% +$23K 0.02% 887
2023
Q3
$69.8K Sell
1,261
-961
-43% -$53.2K 0.02% 1092
2023
Q2
$151K Sell
2,222
-1,142
-34% -$77.6K 0.04% 555
2023
Q1
$255K Buy
3,364
+2,728
+429% +$207K 0.08% 222
2022
Q4
$35.6K Buy
+636
New +$35.6K 0.01% 1166