Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
4,465
-47
-1% -$4.93K ﹤0.01% 1096
2025
Q1
$450K Buy
+4,512
New +$450K 0.01% 890
2024
Q2
Sell
-5,461
Closed -$603K 1384
2024
Q1
$603K Buy
5,461
+687
+14% +$75.9K 0.01% 874
2023
Q4
$514K Buy
4,774
+800
+20% +$86.1K 0.01% 897
2023
Q3
$394K Buy
+3,974
New +$394K 0.01% 931