Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
1,350
-2,100
-61% -$542K 0.03% 799
2025
Q1
$772K Buy
3,450
+488
+16% +$109K 0.08% 367
2024
Q4
$677K Buy
2,962
+1,090
+58% +$249K 0.09% 362
2024
Q3
$457K Buy
1,872
+1,545
+472% +$377K 0.04% 693
2024
Q2
$62.6K Buy
327
+100
+44% +$19.1K 0.01% 1036
2024
Q1
$45K Buy
+227
New +$45K 0.01% 944