Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
676
+81
+14% +$25.7K 0.28% 65
2025
Q1
$154K Buy
+595
New +$154K 0.2% 120
2024
Q2
Sell
-3,624
Closed -$637K 480
2024
Q1
$637K Buy
+3,624
New +$637K 0.34% 151
2023
Q4
Sell
-2,873
Closed -$719K 460
2023
Q3
$719K Buy
+2,873
New +$719K 0.44% 71
2023
Q1
Sell
-3,603
Closed -$444K 491
2022
Q4
$444K Buy
3,603
+1,101
+44% +$136K 0.23% 162
2022
Q3
$664K Buy
2,502
+276
+12% +$73.2K 0.26% 130
2022
Q2
$500K Buy
+2,226
New +$500K 0.19% 225