Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+10,714
New +$238K 0.01% 934
2024
Q2
Sell
-6,163
Closed -$209K 426
2024
Q1
$209K Sell
6,163
-1,418
-19% -$48.2K 0.04% 356
2023
Q4
$299K Buy
7,581
+1,928
+34% +$75.9K 0.06% 273
2023
Q3
$216K Sell
5,653
-2,508
-31% -$95.8K 0.05% 309
2023
Q2
$372K Buy
8,161
+2,998
+58% +$137K 0.09% 216
2023
Q1
$231K Buy
5,163
+75
+1% +$3.36K 0.06% 297
2022
Q4
$224K Buy
+5,088
New +$224K 0.07% 289