Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
+6,137
New +$399K 0.02% 1256
2025
Q1
Sell
-7,050
Closed -$431K 2626
2024
Q4
$431K Buy
+7,050
New +$431K 0.04% 890
2024
Q3
Sell
-8,537
Closed -$491K 2256
2024
Q2
$491K Buy
8,537
+5,620
+193% +$323K 0.04% 667
2024
Q1
$201K Buy
+2,917
New +$201K 0.03% 1173
2023
Q4
Sell
-8,841
Closed -$591K 1769
2023
Q3
$591K Buy
+8,841
New +$591K 0.1% 305
2023
Q2
Sell
-4,533
Closed -$287K 1549
2023
Q1
$287K Buy
+4,533
New +$287K 0.06% 687
2022
Q4
Sell
-6,007
Closed -$358K 1261
2022
Q3
$358K Buy
+6,007
New +$358K 0.09% 393