Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
2,853
+1,197
+72% +$352K 0.02% 252
2025
Q1
$411K Sell
1,656
-273
-14% -$67.8K 0.01% 293
2024
Q4
$425K Sell
1,929
-552
-22% -$122K 0.01% 304
2024
Q3
$548K Sell
2,481
-1,897
-43% -$419K 0.01% 260
2024
Q2
$757K Sell
4,378
-127
-3% -$22K 0.02% 227
2024
Q1
$860K Buy
4,505
+2,310
+105% +$441K 0.02% 211
2023
Q4
$359K Buy
+2,195
New +$359K 0.01% 275