Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
1,849
-1,103
-37% -$270K 0.03% 521
2025
Q1
$781K Buy
2,952
+1,046
+55% +$277K 0.06% 296
2024
Q4
$484K Buy
1,906
+554
+41% +$141K 0.04% 373
2024
Q3
$428K Buy
1,352
+593
+78% +$188K 0.04% 373
2024
Q2
$284K Buy
759
+425
+127% +$159K 0.04% 401
2024
Q1
$116K Sell
334
-26
-7% -$9.02K 0.02% 590
2023
Q4
$136K Buy
+360
New +$136K 0.04% 425