Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528 Buy
24
+6
+33% +$132 ﹤0.01% 1718
2025
Q1
$420 Buy
+18
New +$420 ﹤0.01% 1616
2024
Q4
Sell
-124
Closed -$3.68K 1424
2024
Q3
$3.68K Sell
124
-24,938
-100% -$740K ﹤0.01% 640
2024
Q2
$845K Buy
25,062
+143
+0.6% +$4.82K 0.21% 66
2024
Q1
$900K Sell
24,919
-771
-3% -$27.8K 0.22% 54
2023
Q4
$839K Buy
+25,690
New +$839K 0.24% 57