Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
+4,796
New +$143K 0.02% 1114
2025
Q1
Sell
-3,007
Closed -$99.2K 1643
2024
Q4
$99.2K Sell
3,007
-3,601
-54% -$119K 0.01% 1188
2024
Q3
$226K Sell
6,608
-793
-11% -$27.1K 0.03% 620
2024
Q2
$228K Buy
+7,401
New +$228K 0.04% 480
2022
Q2
Sell
-19
Closed -$1K 1859
2022
Q1
$1K Buy
+19
New +$1K ﹤0.01% 1728