Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Sell
18,618
-21,825
-54% -$605K 0.02% 1077
2025
Q1
$1.03M Buy
40,443
+22,163
+121% +$567K 0.05% 543
2024
Q4
$419K Buy
+18,280
New +$419K 0.03% 916
2024
Q3
Sell
-10,295
Closed -$183K 2533
2024
Q2
$183K Buy
+10,295
New +$183K 0.02% 1273
2024
Q1
Sell
-13,221
Closed -$219K 2265
2023
Q4
$219K Sell
13,221
-9,688
-42% -$161K 0.05% 892
2023
Q3
$384K Buy
+22,909
New +$384K 0.07% 563
2023
Q1
Sell
-10,236
Closed -$171K 1620
2022
Q4
$171K Buy
+10,236
New +$171K 0.04% 890