Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,298
Closed -$1.23M 2857
2025
Q1
$1.23M Sell
33,298
-1,181
-3% -$43.7K 0.01% 1172
2024
Q4
$1.33M Sell
34,479
-3,219
-9% -$125K 0.01% 1195
2024
Q3
$1.32M Sell
37,698
-425
-1% -$14.9K 0.01% 1226
2024
Q2
$1.41M Buy
+38,123
New +$1.41M 0.01% 1152