Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Sell
3,561
-17
-0.5% -$3.08K 0.32% 35
2025
Q1
$620K Buy
+3,578
New +$620K 0.28% 43
2024
Q2
Sell
-220
Closed -$35.1K 1348
2024
Q1
$35.1K Sell
220
-25
-10% -$3.99K 0.03% 909
2023
Q4
$35.5K Buy
+245
New +$35.5K 0.03% 866