Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
5,498
+2,120
+63% +$222K 0.15% 247
2025
Q1
$337K Buy
+3,378
New +$337K 0.1% 369
2024
Q4
Sell
-4,311
Closed -$496K 657
2024
Q3
$496K Buy
4,311
+1,703
+65% +$196K 0.19% 186
2024
Q2
$260K Buy
+2,608
New +$260K 0.11% 339