Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-685
Closed -$251K 864
2025
Q1
$251K Sell
685
-4,269
-86% -$1.57M 0.01% 781
2024
Q4
$2M Buy
+4,954
New +$2M 0.09% 400
2024
Q1
Sell
-3,696
Closed -$1.2M 820
2023
Q4
$1.2M Sell
3,696
-557
-13% -$180K 0.09% 389
2023
Q3
$1.34M Buy
+4,253
New +$1.34M 0.11% 304