Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+21,993
New +$212K 0.01% 739
2024
Q4
Sell
-122,301
Closed -$966K 661
2024
Q3
$966K Buy
122,301
+15,220
+14% +$120K 0.07% 333
2024
Q2
$955K Buy
+107,081
New +$955K 0.06% 266
2023
Q2
Sell
-45,905
Closed -$639K 872
2023
Q1
$639K Buy
45,905
+7,019
+18% +$97.6K 0.04% 603
2022
Q4
$512K Buy
38,886
+12,354
+47% +$163K 0.03% 621
2022
Q3
$373K Buy
+26,532
New +$373K 0.02% 727