Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Sell
4,031
-7,458
-65% -$1.03M ﹤0.01% 1382
2025
Q1
$1.84M Sell
11,489
-104
-0.9% -$16.6K ﹤0.01% 863
2024
Q4
$1.54M Buy
11,593
+6,707
+137% +$892K ﹤0.01% 905
2024
Q3
$664K Buy
4,886
+3,027
+163% +$411K ﹤0.01% 1047
2024
Q2
$274K Buy
1,859
+86
+5% +$12.7K ﹤0.01% 1093
2024
Q1
$271K Buy
+1,773
New +$271K ﹤0.01% 866