Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Buy
2,275
+875
+63% +$339K 0.09% 345
2025
Q1
$537K Buy
1,400
+295
+27% +$113K 0.06% 501
2024
Q4
$491K Sell
1,105
-1,377
-55% -$612K 0.07% 488
2024
Q3
$1.29M Buy
2,482
+1,894
+322% +$981K 0.11% 279
2024
Q2
$327K Buy
588
+111
+23% +$61.7K 0.04% 609
2024
Q1
$241K Sell
477
-578
-55% -$292K 0.04% 592
2023
Q4
$629K Buy
+1,055
New +$629K 0.13% 274