Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
1,167
-556
-32% -$152K 0.01% 531
2025
Q1
$602K Buy
1,723
+191
+12% +$66.7K 0.02% 370
2024
Q4
$698K Sell
1,532
-56
-4% -$25.5K 0.03% 341
2024
Q3
$694K Buy
1,588
+152
+11% +$66.5K 0.03% 342
2024
Q2
$681K Buy
1,436
+398
+38% +$189K 0.03% 328
2024
Q1
$607K Buy
1,038
+485
+88% +$284K 0.02% 353
2023
Q4
$242K Buy
+553
New +$242K 0.01% 533