Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
1,290
+28
+2% +$7.54K 0.03% 276
2025
Q1
$320K Buy
1,262
+77
+6% +$19.5K 0.03% 249
2024
Q4
$278K Sell
1,185
-5,998
-84% -$1.41M 0.03% 274
2024
Q3
$1.83M Sell
7,183
-193
-3% -$49.3K 0.2% 91
2024
Q2
$1.76M Buy
7,376
+6,169
+511% +$1.47M 0.14% 90
2024
Q1
$279K Buy
+1,207
New +$279K 0.02% 258