Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
+1,773
New +$321K 0.06% 268
2024
Q3
Sell
-5,557
Closed -$930K 1187
2024
Q2
$930K Buy
5,557
+3,243
+140% +$543K 0.19% 101
2024
Q1
$369K Buy
2,314
+2,146
+1,277% +$343K 0.1% 230
2023
Q4
$24.3K Buy
+168
New +$24.3K 0.01% 425