Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.5K Sell
584
-1,176
-67% -$116K 0.01% 785
2025
Q1
$163K Sell
1,760
-37,887
-96% -$3.51M 0.04% 338
2024
Q4
$3.6M Buy
39,647
+13,028
+49% +$1.18M 0.51% 18
2024
Q3
$2.57M Buy
+26,619
New +$2.57M 0.65% 25