Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
1,937
+182
+10% +$65K 0.33% 48
2025
Q1
$477K Sell
1,755
-125
-7% -$34K 0.26% 64
2024
Q4
$624K Buy
1,880
+1,036
+123% +$344K 0.33% 47
2024
Q3
$280K Buy
844
+191
+29% +$63.3K 0.23% 77
2024
Q2
$205K Sell
653
-42
-6% -$13.2K 0.18% 89
2024
Q1
$217K Buy
+695
New +$217K 0.2% 85