Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
+20,003
New +$1.79M 0.18% 120
2025
Q1
Sell
-450
Closed -$41.7K 2030
2024
Q4
$41.7K Sell
450
-20,643
-98% -$1.92M 0.01% 1324
2024
Q3
$2.44M Sell
21,093
-1,224
-5% -$142K 0.22% 94
2024
Q2
$2.29M Buy
22,317
+17,965
+413% +$1.84M 0.31% 52
2024
Q1
$402K Sell
4,352
-14
-0.3% -$1.29K 0.07% 433
2023
Q4
$384K Buy
+4,366
New +$384K 0.08% 445