Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
1,411
+507
+56% +$117K 0.02% 642
2025
Q1
$198K Buy
904
+319
+55% +$69.7K 0.01% 772
2024
Q4
$120K Buy
585
+262
+81% +$53.7K 0.01% 973
2024
Q3
$53.8K Buy
323
+68
+27% +$11.3K 0.01% 1443
2024
Q2
$36.5K Sell
255
-16
-6% -$2.29K 0.01% 1417
2024
Q1
$53.9K Buy
271
+12
+5% +$2.39K 0.01% 997
2023
Q4
$49.2K Buy
+259
New +$49.2K 0.01% 905