Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
3,429
+1,519
+80% +$201K 0.21% 96
2025
Q1
$286K Buy
+1,910
New +$286K 0.17% 106
2024
Q4
Sell
-1,579
Closed -$268K 182
2024
Q3
$268K Sell
1,579
-58
-4% -$9.86K 0.18% 102
2024
Q2
$270K Sell
1,637
-61
-4% -$10.1K 0.19% 93
2024
Q1
$297K Buy
1,698
+6
+0.4% +$1.05K 0.22% 82
2023
Q4
$287K Buy
+1,692
New +$287K 0.25% 71