Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
3,472
+18
+0.5% +$1.46K ﹤0.01% 1336
2025
Q1
$209K Sell
3,454
-706
-17% -$42.7K ﹤0.01% 1432
2024
Q4
$353K Buy
+4,160
New +$353K 0.01% 1109
2024
Q3
Sell
-6,029
Closed -$290K 1442
2024
Q2
$290K Buy
6,029
+473
+9% +$22.8K 0.01% 1136
2024
Q1
$275K Sell
5,556
-206
-4% -$10.2K 0.01% 1080
2023
Q4
$259K Sell
5,762
-1,853
-24% -$83.4K 0.01% 1070
2023
Q3
$360K Buy
+7,615
New +$360K 0.01% 817