Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-177
Closed -$1.28M 475
2025
Q1
$1.28M Buy
+177
New +$1.28M 0.35% 81
2024
Q4
Sell
-30
Closed -$294K 394
2024
Q3
$294K Hold
30
0.23% 141
2024
Q2
$228K Hold
30
0.19% 167
2024
Q1
$243K Hold
30
0.17% 162
2023
Q4
$210K Buy
+30
New +$210K 0.16% 182