Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
1,686
-487
-22% -$131K 0.01% 254
2025
Q1
$551K Sell
2,173
-858
-28% -$218K 0.01% 250
2024
Q4
$711K Buy
3,031
+421
+16% +$98.7K 0.02% 247
2024
Q3
$666K Sell
2,610
-6,481
-71% -$1.65M 0.02% 233
2024
Q2
$2.16M Buy
9,091
+7,000
+335% +$1.67M 0.06% 163
2024
Q1
$483K Buy
+2,091
New +$483K 0.02% 266