Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
43,266
-409
-0.9% -$3.7K 0.04% 736
2025
Q1
$281K Buy
43,675
+29,785
+214% +$191K 0.03% 813
2024
Q4
$132K Buy
13,890
+4,439
+47% +$42.2K 0.02% 1019
2024
Q3
$77.2K Buy
9,451
+7,193
+319% +$58.8K 0.01% 1339
2024
Q2
$30.5K Sell
2,258
-3,273
-59% -$44.3K ﹤0.01% 1238
2024
Q1
$38.8K Buy
5,531
+1,062
+24% +$7.44K 0.01% 962
2023
Q4
$49K Buy
+4,469
New +$49K 0.01% 883