Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
962
+39
+4% +$12.3K 0.01% 353
2025
Q1
$304K Buy
923
+64
+7% +$21.1K 0.01% 326
2024
Q4
$241K Buy
859
+143
+20% +$40.2K 0.01% 376
2024
Q3
$248K Sell
716
-437
-38% -$151K 0.01% 347
2024
Q2
$381K Buy
1,153
+240
+26% +$79.3K 0.01% 291
2024
Q1
$332K Buy
+913
New +$332K 0.01% 304