Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41K Sell
557
-436,469
-100% -$4.24M ﹤0.01% 260
2025
Q1
$4.36M Sell
437,026
-17,259
-4% -$172K 0.15% 140
2024
Q4
$4.03M Sell
454,285
-14,751
-3% -$131K 0.13% 150
2024
Q3
$5.48M Buy
469,036
+70,278
+18% +$821K 0.16% 140
2024
Q2
$4.45M Buy
398,758
+339,332
+571% +$3.79M 0.14% 135
2024
Q1
$724K Sell
59,426
-38,360
-39% -$468K 0.02% 219
2023
Q4
$1.55M Buy
+97,786
New +$1.55M 0.04% 194