Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
50,382
+20,247
+67% +$207K 0.06% 281
2025
Q1
$354K Buy
30,135
+16,734
+125% +$197K 0.05% 436
2024
Q4
$169K Buy
+13,401
New +$169K 0.02% 939
2023
Q2
Sell
-13,533
Closed -$137K 1735
2023
Q1
$137K Sell
13,533
-9,896
-42% -$100K 0.04% 583
2022
Q4
$250K Buy
+23,429
New +$250K 0.08% 201
2022
Q3
Sell
-4,931
Closed -$55K 1857
2022
Q2
$55K Buy
4,931
+2,371
+93% +$26.4K 0.03% 875
2022
Q1
$31K Buy
+2,560
New +$31K 0.02% 1301