Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
7,504
+684
+10% +$46.7K 0.06% 282
2025
Q1
$406K Buy
+6,820
New +$406K 0.05% 344
2024
Q3
Sell
-1,179
Closed -$83K 1684
2024
Q2
$83K Buy
+1,179
New +$83K 0.01% 1140
2023
Q3
Sell
-310
Closed -$31.6K 1604
2023
Q2
$31.6K Sell
310
-2
-0.6% -$204 0.01% 1278
2023
Q1
$35K Buy
+312
New +$35K 0.01% 1207