Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
+1,968
New +$579K 0.11% 119
2025
Q1
Sell
-1,103
Closed -$277K 290
2024
Q4
$277K Buy
1,103
+96
+10% +$24.1K 0.06% 213
2024
Q3
$222K Buy
+1,007
New +$222K 0.05% 219
2023
Q4
Sell
-7
Closed -$1.13K 921
2023
Q3
$1.13K Hold
7
﹤0.01% 885
2023
Q2
$1.02K Buy
+7
New +$1.02K ﹤0.01% 790