Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,240
Closed -$1.21M 2759
2025
Q1
$1.21M Buy
42,240
+6,171
+17% +$176K 0.01% 1183
2024
Q4
$1.16M Sell
36,069
-2,835
-7% -$91.4K 0.01% 1263
2024
Q3
$1.36M Buy
38,904
+129
+0.3% +$4.5K 0.01% 1212
2024
Q2
$1.11M Buy
+38,775
New +$1.11M 0.01% 1275