Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
2,663
+292
+12% +$35.1K 0.02% 649
2025
Q1
$349K Sell
2,371
-744
-24% -$110K 0.03% 532
2024
Q4
$506K Buy
3,115
+1,320
+74% +$214K 0.04% 358
2024
Q3
$292K Buy
1,795
+694
+63% +$113K 0.03% 470
2024
Q2
$150K Buy
1,101
+149
+16% +$20.3K 0.02% 596
2024
Q1
$146K Buy
952
+130
+16% +$19.9K 0.03% 494
2023
Q4
$119K Buy
+822
New +$119K 0.03% 473