Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
+144,784
New +$459K 0.02% 1160
2024
Q4
Sell
-66,730
Closed -$240K 2925
2024
Q3
$240K Buy
+66,730
New +$240K 0.02% 1334
2024
Q1
Sell
-18,120
Closed -$66.1K 2318
2023
Q4
$66.1K Sell
18,120
-40,112
-69% -$146K 0.01% 1195
2023
Q3
$139K Sell
58,232
-32,177
-36% -$76.9K 0.02% 1126
2023
Q2
$231K Buy
+90,409
New +$231K 0.04% 911
2022
Q4
Sell
-16,671
Closed -$148K 1508
2022
Q3
$148K Buy
+16,671
New +$148K 0.04% 864