Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,729
Closed -$664K 682
2025
Q1
$664K Buy
15,729
+5,321
+51% +$224K 0.3% 31
2024
Q4
$506K Buy
+10,408
New +$506K 0.21% 102
2024
Q2
Sell
-857
Closed -$54.6K 1136
2024
Q1
$54.6K Buy
857
+795
+1,282% +$50.6K 0.05% 708
2023
Q4
$3.91K Buy
+62
New +$3.91K ﹤0.01% 1235