Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-446
Closed -$47.2K 274
2024
Q4
$47.2K Buy
+446
New +$47.2K 0.03% 217
2024
Q2
Sell
-3,726
Closed -$524K 274
2024
Q1
$524K Buy
3,726
+2,551
+217% +$359K 0.12% 76
2023
Q4
$143K Buy
1,175
+606
+107% +$74K 0.03% 341
2023
Q3
$43.5K Buy
+569
New +$43.5K 0.01% 486