Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
+747
New +$121K ﹤0.01% 1332
2024
Q4
$232K Sell
1,880
-1,598
-46% -$197K 0.01% 893
2024
Q3
$497K Buy
3,478
+1,462
+73% +$209K 0.02% 631
2024
Q2
$330K Buy
2,016
+1,201
+147% +$197K 0.01% 710
2024
Q1
$102K Buy
+815
New +$102K ﹤0.01% 1077