Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-828
Closed -$109K 1847
2025
Q1
$109K Buy
+828
New +$109K 0.01% 1140
2024
Q4
Sell
-2,726
Closed -$276K 1597
2024
Q3
$276K Buy
+2,726
New +$276K 0.04% 482
2024
Q2
Sell
-1,762
Closed -$89.1K 1647
2024
Q1
$89.1K Buy
+1,762
New +$89.1K 0.01% 1077