Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+5,763
New +$222K 0.03% 238
2025
Q1
Sell
-8,397
Closed -$284K 149
2024
Q4
$284K Buy
8,397
+209
+3% +$7.06K 0.04% 183
2024
Q3
$333K Sell
8,188
-96
-1% -$3.91K 0.06% 177
2024
Q2
$320K Buy
8,284
+382
+5% +$14.8K 0.06% 162
2024
Q1
$339K Hold
7,902
0.08% 142
2023
Q4
$315K Buy
+7,902
New +$315K 0.07% 163
2023
Q3
Sell
-7,440
Closed -$264K 173
2023
Q2
$264K Sell
7,440
-15,005
-67% -$531K 0.06% 163
2023
Q1
$792K Buy
22,445
+3,622
+19% +$128K 0.21% 98
2022
Q4
$659K Buy
+18,823
New +$659K 0.17% 108