Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,583
Closed -$292K 2326
2025
Q1
$292K Buy
33,583
+392
+1% +$3.41K 0.01% 1432
2024
Q4
$312K Buy
+33,191
New +$312K 0.03% 1177
2023
Q3
Sell
-11,933
Closed -$124K 1543
2023
Q2
$124K Sell
11,933
-19,204
-62% -$200K 0.02% 1133
2023
Q1
$258K Sell
31,137
-11,161
-26% -$92.5K 0.05% 768
2022
Q4
$412K Buy
+42,298
New +$412K 0.09% 395