Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
31,287
-4,345
-12% -$197K 0.14% 183
2025
Q1
$1.37M Buy
+35,632
New +$1.37M 0.15% 198
2024
Q4
Sell
-1,960
Closed -$86.2K 1725
2024
Q3
$86.2K Buy
+1,960
New +$86.2K 0.01% 1317
2024
Q2
Sell
-26
Closed -$1.05K 1596
2024
Q1
$1.05K Buy
+26
New +$1.05K ﹤0.01% 1395