Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
+1,415
New +$390K 0.12% 54
2025
Q1
Sell
-123
Closed -$28.5K 79
2024
Q4
$28.5K Buy
123
+3
+3% +$696 0.01% 128
2024
Q3
$20.7K Sell
120
-290
-71% -$50K 0.01% 141
2024
Q2
$66.1K Buy
+410
New +$66.1K 0.03% 119