Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
93,339
-259
-0.3% -$3.62K ﹤0.01% 1054
2025
Q1
$1.35M Sell
93,598
-811
-0.9% -$11.7K ﹤0.01% 1035
2024
Q4
$1.28M Buy
94,409
+30,238
+47% +$409K ﹤0.01% 1041
2024
Q3
$1.05M Buy
+64,171
New +$1.05M ﹤0.01% 1103
2023
Q4
Sell
-341
Closed -$3.95K 2077
2023
Q3
$3.95K Buy
+341
New +$3.95K ﹤0.01% 1910