Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
2,183
+1,989
+1,025% +$375K 0.03% 559
2025
Q1
$45K Buy
+194
New +$45K ﹤0.01% 1201
2024
Q4
Sell
-249
Closed -$83K 1896
2024
Q3
$83K Sell
249
-785
-76% -$262K 0.01% 1039
2024
Q2
$252K Sell
1,034
-397
-28% -$96.8K 0.02% 680
2024
Q1
$498K Sell
1,431
-82
-5% -$28.5K 0.05% 436
2023
Q4
$441K Sell
1,513
-28
-2% -$8.16K 0.04% 457
2023
Q3
$407K Buy
+1,541
New +$407K 0.04% 451