Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
859
-223
-21% -$78.3K 0.01% 720
2025
Q1
$343K Buy
1,082
+89
+9% +$28.2K 0.01% 621
2024
Q4
$335K Buy
993
+137
+16% +$46.2K ﹤0.01% 1093
2024
Q3
$273K Sell
856
-6
-0.7% -$1.91K 0.01% 591
2024
Q2
$277K Buy
+862
New +$277K 0.01% 590
2024
Q1
Sell
-586
Closed -$213K 703
2023
Q4
$213K Buy
+586
New +$213K 0.01% 629