Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
2,923
+684
+31% +$107K 0.01% 253
2025
Q1
$369K Buy
+2,239
New +$369K 0.01% 273
2024
Q4
Sell
-6,562
Closed -$1.28M 450
2024
Q3
$1.28M Buy
6,562
+4,282
+188% +$837K 0.03% 209
2024
Q2
$395K Sell
2,280
-3,067
-57% -$532K 0.01% 288
2024
Q1
$905K Buy
+5,347
New +$905K 0.03% 227