Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
+456
New +$355K 0.01% 341
2025
Q1
Sell
-475
Closed -$294K 408
2024
Q4
$294K Sell
475
-15
-3% -$9.29K 0.01% 341
2024
Q3
$305K Sell
490
-294
-38% -$183K 0.01% 318
2024
Q2
$515K Buy
784
+54
+7% +$35.5K 0.01% 250
2024
Q1
$475K Buy
730
+350
+92% +$228K 0.01% 251
2023
Q4
$238K Buy
+380
New +$238K 0.01% 321