Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
417
-76
-15% -$42.3K 0.02% 1042
2025
Q1
$282K Sell
493
-981
-67% -$560K 0.03% 810
2024
Q4
$1.03M Buy
1,474
+603
+69% +$420K 0.14% 227
2024
Q3
$463K Buy
871
+485
+126% +$258K 0.04% 685
2024
Q2
$228K Buy
386
+367
+1,932% +$216K 0.03% 706
2024
Q1
$11.9K Buy
+19
New +$11.9K ﹤0.01% 1069