Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
+332
New +$297K 0.06% 273
2024
Q3
Sell
-37
Closed -$30.5K 529
2024
Q2
$30.5K Buy
37
+13
+54% +$10.7K 0.01% 339
2024
Q1
$16.8K Hold
24
0.01% 400
2023
Q4
$14K Sell
24
-11
-31% -$6.39K 0.01% 390
2023
Q3
$16.1K Sell
35
-14
-29% -$6.42K 0.01% 402
2023
Q2
$23.8K Buy
+49
New +$23.8K 0.01% 269