Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
+12,687
New +$281K ﹤0.01% 1423
2024
Q4
Sell
-37,711
Closed -$1.31M 1426
2024
Q3
$1.31M Buy
37,711
+251
+0.7% +$8.74K 0.01% 555
2024
Q2
$1.21M Sell
37,460
-1,087
-3% -$35.2K 0.01% 530
2024
Q1
$1.31M Buy
38,547
+830
+2% +$28.2K 0.02% 469
2023
Q4
$1.49M Sell
37,717
-892
-2% -$35.1K 0.02% 341
2023
Q3
$1.47M Buy
+38,609
New +$1.47M 0.02% 316