Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Buy
630
+145
+30% +$194K 0.39% 40
2025
Q1
$452K Sell
485
-123
-20% -$115K 0.27% 61
2024
Q4
$542K Buy
608
+25
+4% +$22.3K 0.35% 41
2024
Q3
$414K Buy
583
+5
+0.9% +$3.55K 0.27% 63
2024
Q2
$390K Buy
578
+34
+6% +$22.9K 0.28% 60
2024
Q1
$330K Buy
544
+13
+2% +$7.9K 0.25% 68
2023
Q4
$259K Buy
+531
New +$259K 0.22% 82