Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
2,127
+39
+2% +$2.01K 0.02% 207
2025
Q1
$112K Buy
2,088
+36
+2% +$1.93K 0.02% 187
2024
Q4
$98.2K Buy
+2,052
New +$98.2K 0.01% 209
2024
Q2
Sell
-981
Closed -$40.8K 1004
2024
Q1
$40.8K Buy
+981
New +$40.8K ﹤0.01% 389