Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
6,828
+972
+17% +$108K 0.01% 485
2025
Q1
$751K Sell
5,856
-596
-9% -$76.4K 0.01% 476
2024
Q4
$881K Sell
6,452
-236
-4% -$32.2K 0.01% 458
2024
Q3
$920K Buy
6,688
+213
+3% +$29.3K 0.02% 453
2024
Q2
$848K Buy
6,475
+3,029
+88% +$397K 0.02% 493
2024
Q1
$384K Buy
3,446
+1,615
+88% +$180K 0.01% 602
2023
Q4
$201K Buy
+1,831
New +$201K ﹤0.01% 656