Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
36,472
+2,349
+7% +$174K 0.03% 420
2025
Q1
$2.74M Buy
+34,123
New +$2.74M 0.04% 374
2024
Q3
Sell
-2,878
Closed -$228K 1455
2024
Q2
$228K Buy
2,878
+371
+15% +$29.4K 0.01% 1235
2024
Q1
$210K Buy
2,507
+43
+2% +$3.6K ﹤0.01% 1190
2023
Q4
$212K Sell
2,464
-380
-13% -$32.7K 0.01% 1186
2023
Q3
$225K Buy
+2,844
New +$225K 0.01% 1051