Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
445
+72
+19% +$64.5K 0.03% 210
2025
Q1
$254K Buy
373
+24
+7% +$16.3K 0.02% 250
2024
Q4
$220K Sell
349
-134
-28% -$84.4K 0.02% 274
2024
Q3
$374K Sell
483
-33
-6% -$25.6K 0.03% 166
2024
Q2
$425K Buy
516
+120
+30% +$98.9K 0.04% 138
2024
Q1
$277K Buy
+396
New +$277K 0.03% 182