Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
4,580
-28
-0.6% -$3.28K ﹤0.01% 1131
2025
Q1
$471K Buy
4,608
+1,778
+63% +$182K ﹤0.01% 1003
2024
Q4
$271K Buy
2,830
+466
+20% +$44.6K ﹤0.01% 1067
2024
Q3
$224K Sell
2,364
-303
-11% -$28.7K ﹤0.01% 1028
2024
Q2
$249K Buy
+2,667
New +$249K ﹤0.01% 851
2023
Q2
Sell
-4,067
Closed -$229K 902
2023
Q1
$229K Buy
+4,067
New +$229K 0.01% 791