Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
+19,163
New +$688K 0.07% 458
2024
Q2
Sell
-25
Closed -$1.35K 1934
2024
Q1
$1.35K Sell
25
-5,049
-100% -$273K ﹤0.01% 1197
2023
Q4
$273K Buy
+5,074
New +$273K 0.06% 552