Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
2,615
-326
-11% -$47.3K ﹤0.01% 1193
2025
Q1
$372K Buy
2,941
+84
+3% +$10.6K 0.01% 1179
2024
Q4
$297K Buy
+2,857
New +$297K 0.01% 1179
2024
Q3
Sell
-10,364
Closed -$731K 1485
2024
Q2
$731K Buy
10,364
+4,343
+72% +$306K 0.02% 710
2024
Q1
$380K Buy
+6,021
New +$380K 0.01% 930
2023
Q4
Sell
-6,077
Closed -$274K 1354
2023
Q3
$274K Buy
+6,077
New +$274K 0.01% 962