Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$972K Buy
3,127
+803
+35% +$249K 0.02% 621
2025
Q1
$692K Buy
2,324
+1,547
+199% +$461K 0.01% 686
2024
Q4
$258K Buy
777
+282
+57% +$93.7K 0.01% 979
2024
Q3
$200K Sell
495
-351
-41% -$142K 0.01% 1008
2024
Q2
$348K Buy
846
+351
+71% +$145K 0.01% 866
2024
Q1
$200K Sell
495
-322
-39% -$130K 0.01% 1007
2023
Q4
$250K Buy
+817
New +$250K 0.01% 928