Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
+4,613
New +$583K ﹤0.01% 1783
2025
Q1
Sell
-2,969
Closed -$357K 2642
2024
Q4
$357K Sell
2,969
-562
-16% -$67.6K ﹤0.01% 1945
2024
Q3
$380K Buy
3,531
+70
+2% +$7.53K ﹤0.01% 1927
2024
Q2
$367K Sell
3,461
-789
-19% -$83.8K ﹤0.01% 1703
2024
Q1
$519K Buy
+4,250
New +$519K ﹤0.01% 1582