Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
+3,994
New +$104K 0.01% 624
2024
Q3
Sell
-29,160
Closed -$495K 1505
2024
Q2
$495K Buy
29,160
+2,055
+8% +$34.9K 0.05% 281
2024
Q1
$465K Buy
+27,105
New +$465K 0.11% 205
2023
Q3
Sell
-1,280
Closed -$23.1K 1182
2023
Q2
$23.1K Buy
1,280
+1,135
+783% +$20.4K 0.01% 548
2023
Q1
$2.63K Buy
+145
New +$2.63K ﹤0.01% 406