Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
+3,376
New +$513K 0.07% 152
2025
Q1
Sell
-1,278
Closed -$457K 134
2024
Q4
$457K Sell
1,278
-201
-14% -$71.9K 0.07% 142
2024
Q3
$486K Sell
1,479
-68
-4% -$22.3K 0.08% 145
2024
Q2
$486K Sell
1,547
-42
-3% -$13.2K 0.09% 136
2024
Q1
$497K Buy
1,589
+58
+4% +$18.1K 0.12% 118
2023
Q4
$370K Buy
1,531
+184
+14% +$44.5K 0.08% 155
2023
Q3
$283K Sell
1,347
-8
-0.6% -$1.68K 0.07% 134
2023
Q2
$269K Buy
1,355
+97
+8% +$19.3K 0.07% 160
2023
Q1
$213K Sell
1,258
-232
-16% -$39.2K 0.06% 196
2022
Q4
$237K Buy
+1,490
New +$237K 0.06% 181