Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
1,342
+219
+20% +$104K 0.01% 765
2025
Q1
$412K Sell
1,123
-521
-32% -$191K 0.01% 929
2024
Q4
$661K Sell
1,644
-338
-17% -$136K 0.01% 754
2024
Q3
$1M Buy
1,982
+300
+18% +$152K 0.01% 570
2024
Q2
$720K Buy
+1,682
New +$720K 0.01% 654