Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
4,480
+1,760
+65% +$188K 0.03% 499
2025
Q1
$239K Sell
2,720
-571
-17% -$50.2K 0.02% 687
2024
Q4
$382K Buy
3,291
+486
+17% +$56.4K 0.03% 453
2024
Q3
$346K Buy
2,805
+648
+30% +$80K 0.03% 417
2024
Q2
$278K Buy
2,157
+1,244
+136% +$160K 0.04% 407
2024
Q1
$95.8K Buy
913
+246
+37% +$25.8K 0.02% 669
2023
Q4
$58.2K Buy
+667
New +$58.2K 0.02% 807