Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
20,026
+3,725
+23% +$122K 0.03% 924
2025
Q1
$526K Buy
+16,301
New +$526K 0.03% 997
2024
Q1
Sell
-7,796
Closed -$278K 1831
2023
Q4
$278K Buy
7,796
+513
+7% +$18.3K 0.06% 693
2023
Q3
$319K Buy
+7,283
New +$319K 0.05% 687
2023
Q2
Sell
-10,185
Closed -$422K 1408
2023
Q1
$422K Buy
+10,185
New +$422K 0.09% 399
2022
Q4
Sell
-5,986
Closed -$234K 1111
2022
Q3
$234K Buy
+5,986
New +$234K 0.06% 674