Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
4,948
+681
+16% +$71.8K 0.03% 488
2025
Q1
$474K Sell
4,267
-637
-13% -$70.8K 0.03% 485
2024
Q4
$507K Buy
4,904
+415
+9% +$42.9K 0.03% 463
2024
Q3
$502K Buy
+4,489
New +$502K 0.23% 123
2023
Q1
Sell
-9,074
Closed -$653K 448
2022
Q4
$653K Buy
+9,074
New +$653K 0.1% 173
2022
Q2
Sell
-8,158
Closed -$525K 522
2022
Q1
$525K Buy
+8,158
New +$525K 0.05% 304