Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
40
﹤0.01% 1197
2025
Q1
$1K Buy
+40
New +$1K ﹤0.01% 1186
2024
Q3
Sell
-59,736
Closed -$2.35M 589
2024
Q2
$2.35M Buy
59,736
+5,327
+10% +$209K 0.11% 191
2024
Q1
$2.89M Sell
54,409
-15,386
-22% -$816K 0.14% 172
2023
Q4
$3.93M Buy
69,795
+204
+0.3% +$11.5K 0.21% 129
2023
Q3
$3.21M Buy
+69,591
New +$3.21M 0.18% 150