Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
2,237
+569
+34% +$106K 0.05% 258
2025
Q1
$349K Sell
1,668
-107
-6% -$22.4K 0.05% 230
2024
Q4
$315K Sell
1,775
-855
-33% -$152K 0.05% 191
2024
Q3
$519K Buy
2,630
+394
+18% +$77.8K 0.08% 149
2024
Q2
$384K Buy
2,236
+357
+19% +$61.2K 0.06% 235
2024
Q1
$342K Buy
+1,879
New +$342K 0.06% 179
2023
Q3
Sell
-5,307
Closed -$715K 139
2023
Q2
$715K Buy
+5,307
New +$715K 0.22% 93