Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$607K Buy
3,272
+560
+21% +$104K 0.04% 84
2025
Q1
$568K Sell
2,712
-60
-2% -$12.6K 0.05% 91
2024
Q4
$493K Hold
2,772
0.04% 95
2024
Q3
$547K Sell
2,772
-923
-25% -$182K 0.04% 85
2024
Q2
$634K Sell
3,695
-255
-6% -$43.7K 0.05% 79
2024
Q1
$719K Sell
3,950
-100
-2% -$18.2K 0.06% 79
2023
Q4
$628K Buy
4,050
+330
+9% +$51.1K 0.06% 76
2023
Q3
$555K Sell
3,720
-121
-3% -$18K 0.05% 77
2023
Q2
$517K Sell
3,841
-78
-2% -$10.5K 0.05% 82
2023
Q1
$625K Buy
+3,919
New +$625K 0.06% 76