Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
347
-916
-73% -$346K 0.01% 1333
2025
Q1
$401K Buy
1,263
+873
+224% +$278K 0.04% 625
2024
Q4
$153K Sell
390
-95
-20% -$37.3K 0.02% 968
2024
Q3
$186K Buy
485
+7
+1% +$2.68K 0.02% 1099
2024
Q2
$169K Buy
+478
New +$169K 0.02% 801