Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
+2,790
New +$622K ﹤0.01% 574
2024
Q2
Sell
-3,856
Closed -$662K 697
2024
Q1
$662K Sell
3,856
-1,308
-25% -$225K ﹤0.01% 607
2023
Q4
$778K Sell
5,164
-3,468
-40% -$523K ﹤0.01% 587
2023
Q3
$1.04M Buy
8,632
+4,304
+99% +$518K 0.01% 553
2023
Q2
$538K Sell
4,328
-136
-3% -$16.9K ﹤0.01% 608
2023
Q1
$516K Buy
+4,464
New +$516K ﹤0.01% 659