Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
+19,481
New +$412K 0.18% 71
2024
Q4
$232K Sell
12,454
-9
-0.1% -$167 0.12% 83
2024
Q3
$143K Sell
12,463
-12
-0.1% -$138 0.08% 85
2024
Q2
$248K Sell
12,475
-15
-0.1% -$299 0.15% 74
2024
Q1
$117K Buy
12,490
+2,490
+25% +$23.3K 0.08% 73
2023
Q4
$124K Buy
10,000
+6,000
+150% +$74.7K 0.08% 73
2023
Q3
$47K Buy
+4,000
New +$47K 0.03% 71
2022
Q3
Sell
-3,285
Closed -$36K 85
2022
Q2
$36K Buy
+3,285
New +$36K 0.03% 81