Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
106
2025
Q1
Sell
-624
Closed -$252K 113
2024
Q4
$252K Buy
+624
New +$252K 0.12% 37
2024
Q3
Hold
0
70
2024
Q2
Hold
0
53
2024
Q1
Hold
0
60
2023
Q4
Sell
-718
Closed -$180K 67
2023
Q3
$180K Buy
+718
New +$180K 0.1% 37