Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
5,447
+475
+10% +$35.4K 0.04% 387
2025
Q1
$337K Hold
4,972
0.04% 354
2024
Q4
$308K Sell
4,972
-8,121
-62% -$503K 0.04% 373
2024
Q3
$852K Buy
13,093
+7,702
+143% +$501K 0.09% 273
2024
Q2
$290K Sell
5,391
-5,419
-50% -$291K 0.03% 380
2024
Q1
$571K Buy
10,810
+4,246
+65% +$224K 0.07% 311
2023
Q4
$286K Buy
+6,564
New +$286K 0.05% 362