Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Buy
1,433
+84
+6% +$40K 0.1% 149
2025
Q1
$495K Buy
+1,349
New +$495K 0.08% 164
2024
Q4
Sell
-1,028
Closed -$519K 183
2024
Q3
$519K Sell
1,028
-250
-20% -$126K 0.08% 155
2024
Q2
$550K Buy
1,278
+117
+10% +$50.3K 0.1% 145
2024
Q1
$440K Buy
+1,161
New +$440K 0.1% 150