Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
+6,762
New +$467K ﹤0.01% 2820
2025
Q1
Sell
-44,118
Closed -$1.86M 3528
2024
Q4
$1.86M Buy
44,118
+972
+2% +$41K ﹤0.01% 1829
2024
Q3
$1.87M Sell
43,146
-843
-2% -$36.5K ﹤0.01% 1822
2024
Q2
$1.82M Buy
43,989
+2,671
+6% +$111K ﹤0.01% 1781
2024
Q1
$1.53M Buy
+41,318
New +$1.53M ﹤0.01% 1920