Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1,000K Buy
2,803
+882
+46% +$315K 0.13% 160
2025
Q1
$766K Buy
1,921
+309
+19% +$123K 0.17% 118
2024
Q4
$579K Buy
1,612
+20
+1% +$7.18K 0.17% 101
2024
Q3
$551K Buy
1,592
+305
+24% +$106K 0.18% 102
2024
Q2
$424K Hold
1,287
0.18% 124
2024
Q1
$424K Sell
1,287
-13
-1% -$4.29K 0.18% 124
2023
Q4
$378K Buy
+1,300
New +$378K 0.18% 125