Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
3,692
-4,487
-55% -$603K 0.05% 599
2025
Q1
$811K Buy
+8,179
New +$811K 0.09% 353
2024
Q4
Sell
-1,115
Closed -$128K 1771
2024
Q3
$128K Buy
1,115
+1,069
+2,324% +$123K 0.01% 1226
2024
Q2
$5.97K Buy
+46
New +$5.97K ﹤0.01% 1338
2024
Q1
Sell
-298
Closed -$36.2K 1683
2023
Q4
$36.2K Buy
+298
New +$36.2K 0.01% 921