Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
2,780
+855
+44% +$234K 0.09% 124
2025
Q1
$673K Buy
1,925
+677
+54% +$237K 0.09% 118
2024
Q4
$569K Sell
1,248
-411
-25% -$187K 0.09% 122
2024
Q3
$725K Sell
1,659
-41
-2% -$17.9K 0.11% 117
2024
Q2
$806K Buy
1,700
+1,172
+222% +$556K 0.13% 94
2024
Q1
$309K Buy
+528
New +$309K 0.06% 281