Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
1,661
0.04% 330
2025
Q1
$341K Sell
1,661
-3,208
-66% -$659K 0.05% 254
2024
Q4
$890K Buy
4,869
+2,967
+156% +$542K 0.13% 81
2024
Q3
$392K Sell
1,902
-238
-11% -$49K 0.06% 222
2024
Q2
$375K Buy
2,140
+144
+7% +$25.2K 0.06% 271
2024
Q1
$343K Buy
+1,996
New +$343K 0.06% 178