Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
978
+168
+21% +$59.7K 0.07% 227
2025
Q1
$224K Sell
810
-136
-14% -$37.7K 0.06% 255
2024
Q4
$314K Buy
946
+450
+91% +$149K 0.04% 255
2024
Q3
$165K Sell
496
-72
-13% -$23.9K 0.03% 311
2024
Q2
$178K Buy
+568
New +$178K 0.02% 455
2023
Q4
Sell
-95
Closed -$20.3K 1207
2023
Q3
$20.3K Sell
95
-7
-7% -$1.49K 0.01% 690
2023
Q2
$20.1K Buy
+102
New +$20.1K ﹤0.01% 875