Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,726
Closed -$143K 2044
2025
Q1
$143K Buy
+1,726
New +$143K 0.03% 378
2024
Q4
Sell
-451
Closed -$60.4K 1987
2024
Q3
$60.4K Buy
451
+216
+92% +$28.9K 0.02% 613
2024
Q2
$34.8K Buy
235
+169
+256% +$25.1K 0.01% 819
2024
Q1
$7.45K Sell
66
-7
-10% -$790 ﹤0.01% 1217
2023
Q4
$7.92K Buy
+73
New +$7.92K ﹤0.01% 1105