Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,426
Closed -$575K 777
2025
Q1
$575K Buy
9,426
+4,421
+88% +$270K 0.26% 65
2024
Q4
$370K Buy
+5,005
New +$370K 0.16% 247
2024
Q2
Sell
-1,056
Closed -$82.9K 1460
2024
Q1
$82.9K Buy
1,056
+977
+1,237% +$76.7K 0.07% 524
2023
Q4
$6.31K Buy
+79
New +$6.31K 0.01% 1198