Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
23,616
-211
-0.9% -$1.9K 0.01% 1661
2025
Q1
$168K Buy
23,827
+5,653
+31% +$40K 0.01% 1747
2024
Q4
$236K Buy
+18,174
New +$236K 0.02% 1409
2024
Q2
Sell
-15,558
Closed -$126K 2387
2024
Q1
$126K Buy
+15,558
New +$126K 0.02% 1312
2023
Q1
Sell
-13,582
Closed -$80.8K 1615
2022
Q4
$80.8K Buy
+13,582
New +$80.8K 0.02% 1019
2022
Q3
Sell
-13,973
Closed -$139K 1349
2022
Q2
$139K Buy
+13,973
New +$139K 0.06% 562