Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,704
Closed -$1.42M 464
2025
Q1
$1.42M Sell
18,704
-462
-2% -$35.1K 0.01% 1118
2024
Q4
$1.54M Sell
19,166
-1,158
-6% -$93.3K 0.01% 1122
2024
Q3
$1.78M Sell
20,324
-2,745
-12% -$240K 0.01% 1094
2024
Q2
$2.41M Buy
+23,069
New +$2.41M 0.01% 941