Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
911
-1,202
-57% -$476K 0.01% 337
2025
Q1
$788K Buy
2,113
+575
+37% +$214K 0.02% 234
2024
Q4
$558K Buy
1,538
+101
+7% +$36.6K 0.01% 263
2024
Q3
$520K Buy
1,437
+218
+18% +$79K 0.01% 266
2024
Q2
$416K Sell
1,219
-179
-13% -$61K 0.01% 276
2024
Q1
$501K Buy
1,398
+389
+39% +$139K 0.01% 247
2023
Q4
$303K Buy
+1,009
New +$303K 0.01% 290