Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
+23,160
New +$372K 0.02% 751
2024
Q4
$200K Sell
14,775
-1,445
-9% -$19.6K 0.02% 778
2024
Q3
$272K Buy
+16,220
New +$272K 0.03% 475
2023
Q4
Sell
-11,270
Closed -$184K 366
2023
Q3
$184K Buy
11,270
+58
+0.5% +$948 0.05% 322
2023
Q2
$218K Buy
11,212
+1,010
+10% +$19.7K 0.05% 307
2023
Q1
$203K Buy
+10,202
New +$203K 0.05% 324
2022
Q4
Sell
-17,668
Closed -$351K 339
2022
Q3
$351K Buy
17,668
+6,523
+59% +$130K 0.13% 188
2022
Q2
$248K Buy
+11,145
New +$248K 0.1% 238