Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
+638
New +$228K 0.08% 210
2025
Q1
Sell
-956
Closed -$317K 230
2024
Q4
$317K Buy
956
+199
+26% +$66.1K 0.11% 169
2024
Q3
$251K Sell
757
-32
-4% -$10.6K 0.1% 173
2024
Q2
$247K Sell
789
-182
-19% -$57.1K 0.1% 171
2024
Q1
$304K Buy
971
+32
+3% +$10K 0.12% 164
2023
Q4
$226K Sell
939
-3
-0.3% -$723 0.09% 186
2023
Q3
$201K Buy
+942
New +$201K 0.09% 189