Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
+1,441
New +$452K 0.01% 944
2025
Q1
Sell
-1,249
Closed -$416K 1550
2024
Q4
$416K Sell
1,249
-394
-24% -$131K 0.01% 997
2024
Q3
$548K Sell
1,643
-158
-9% -$52.7K 0.01% 856
2024
Q2
$733K Buy
+1,801
New +$733K 0.01% 642