Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2K Buy
+120
New +$11.2K 0.01% 187
2024
Q2
Sell
-10,357
Closed -$797K 290
2024
Q1
$797K Sell
10,357
-1,323
-11% -$102K 0.49% 55
2023
Q4
$719K Buy
+11,680
New +$719K 0.47% 69
2023
Q3
Sell
-17,387
Closed -$751K 145
2023
Q2
$751K Sell
17,387
-4,042
-19% -$174K 0.5% 53
2023
Q1
$679K Buy
+21,429
New +$679K 0.48% 63