Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
+17,117
New +$178K 0.01% 1134
2024
Q1
Sell
-31,641
Closed -$260K 1708
2023
Q4
$260K Sell
31,641
-32,600
-51% -$268K ﹤0.01% 1203
2023
Q3
$535K Buy
64,241
+155
+0.2% +$1.29K ﹤0.01% 744
2023
Q2
$537K Buy
+64,086
New +$537K 0.02% 629