Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,282
Closed -$133K 649
2025
Q1
$133K Buy
+24,282
New +$133K 0.06% 603
2024
Q2
Sell
-11,652
Closed -$139K 1013
2024
Q1
$139K Buy
11,652
+8,419
+260% +$101K 0.12% 256
2023
Q4
$40.2K Buy
+3,233
New +$40.2K 0.04% 828