Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581 Sell
3
-8,543
-100% -$1.65M ﹤0.01% 578
2025
Q1
$1M Sell
8,546
-127
-1% -$14.9K 0.27% 110
2024
Q4
$1.2M Sell
8,673
-1,773
-17% -$244K 0.3% 95
2024
Q3
$1.24M Buy
10,446
+138
+1% +$16.4K 0.32% 97
2024
Q2
$886K Buy
+10,308
New +$886K 0.24% 133