Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+870
New +$239K 0.01% 531
2025
Q1
Sell
-1,267
Closed -$250K 593
2024
Q4
$250K Sell
1,267
-162
-11% -$31.9K 0.01% 542
2024
Q3
$298K Buy
1,429
+31
+2% +$6.46K 0.01% 516
2024
Q2
$328K Buy
1,398
+207
+17% +$48.5K 0.01% 504
2024
Q1
$211K Buy
+1,191
New +$211K 0.01% 574