Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
1,405
+242
+21% +$114K 0.21% 148
2025
Q1
$542K Buy
1,163
+74
+7% +$34.5K 0.22% 170
2024
Q4
$456K Sell
1,089
-1,904
-64% -$797K 0.21% 184
2024
Q3
$1.43M Buy
2,993
+1,441
+93% +$687K 0.43% 57
2024
Q2
$681K Buy
+1,552
New +$681K 0.16% 235