Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,366
Closed -$273K 177
2025
Q1
$273K Buy
11,366
+327
+3% +$7.84K 0.08% 170
2024
Q4
$230K Sell
11,039
-419
-4% -$8.74K 0.06% 194
2024
Q3
$265K Buy
11,458
+273
+2% +$6.31K 0.08% 143
2024
Q2
$203K Buy
11,185
+891
+9% +$16.2K 0.06% 203
2024
Q1
$221K Buy
+10,294
New +$221K 0.11% 83
2023
Q3
$286K Buy
+14,266
New +$286K 0.17% 95
2021
Q4
$306K Buy
+14,228
New +$306K 0.36% 41