Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6K Buy
+107
New +$15.6K ﹤0.01% 329
2024
Q4
Sell
-24,020
Closed -$6.9M 162
2024
Q3
$6.9M Sell
24,020
-849
-3% -$244K 0.51% 48
2024
Q2
$7.8M Sell
24,869
-417
-2% -$131K 0.58% 44
2024
Q1
$8.49M Sell
25,286
-223
-0.9% -$74.9K 0.64% 35
2023
Q4
$7.22M Buy
+25,509
New +$7.22M 0.59% 45