Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
511
-5
-1% -$3.94K 0.03% 161
2025
Q1
$317K Buy
516
+22
+4% +$13.5K 0.02% 175
2024
Q4
$310K Sell
494
-102
-17% -$64.1K 0.02% 192
2024
Q3
$370K Sell
596
-21
-3% -$13K 0.03% 160
2024
Q2
$406K Sell
617
-763
-55% -$502K 0.03% 130
2024
Q1
$897K Buy
1,380
+305
+28% +$198K 0.07% 96
2023
Q4
$672K Buy
+1,075
New +$672K 0.07% 88