Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.03M Buy
54,079
+2,109
+4% +$118K 0.01% 1032
2025
Q1
$1.12M Sell
51,970
-1,835
-3% -$39.7K ﹤0.01% 1370
2024
Q4
$1.14M Buy
53,805
+2,490
+5% +$52.9K ﹤0.01% 1352
2024
Q3
$415K Hold
51,315
﹤0.01% 1880
2024
Q2
$435K Buy
+51,315
New +$435K ﹤0.01% 1613