Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$921K Buy
+65,818
New +$921K ﹤0.01% 2969
2025
Q1
Sell
-11,003
Closed -$84.3K 6296
2024
Q4
$84.3K Sell
11,003
-14,839
-57% -$114K ﹤0.01% 5378
2024
Q3
$122K Buy
25,842
+5,795
+29% +$27.4K ﹤0.01% 5408
2024
Q2
$68K Buy
20,047
+304
+2% +$1.03K ﹤0.01% 5702
2024
Q1
$49.4K Sell
19,743
-6,939
-26% -$17.3K ﹤0.01% 5403
2023
Q4
$137K Buy
+26,682
New +$137K ﹤0.01% 5161
2022
Q2
Sell
-28,463
Closed -$98K 6057
2022
Q1
$98K Buy
+28,463
New +$98K ﹤0.01% 4980