Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-93
Closed -$2.43K 1357
2025
Q1
$2.43K Buy
+93
New +$2.43K ﹤0.01% 1193
2023
Q2
Sell
-39,468
Closed -$866K 990
2023
Q1
$866K Buy
39,468
+1,570
+4% +$34.4K 0.01% 406
2022
Q4
$888K Buy
37,898
+2,100
+6% +$49.2K 0.01% 426
2022
Q3
$650K Buy
+35,798
New +$650K 0.01% 465