Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Hold
2,991
0.06% 139
2025
Q1
$497K Buy
2,991
+1,519
+103% +$252K 0.05% 160
2024
Q4
$291K Hold
1,472
0.03% 207
2024
Q3
$256K Sell
1,472
-57
-4% -$9.9K 0.02% 219
2024
Q2
$266K Buy
1,529
+57
+4% +$9.91K 0.03% 207
2024
Q1
$200K Buy
+1,472
New +$200K 0.02% 256