Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
3,151
+454
+17% +$71.6K 0.01% 896
2025
Q1
$364K Sell
2,697
-1,641
-38% -$221K 0.01% 1001
2024
Q4
$624K Buy
4,338
+844
+24% +$121K 0.01% 786
2024
Q3
$577K Buy
3,494
+378
+12% +$62.4K 0.01% 832
2024
Q2
$454K Buy
3,116
+378
+14% +$55K 0.01% 858
2024
Q1
$359K Buy
+2,738
New +$359K 0.01% 485