Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
2,870
+641
+29% +$110K 0.03% 486
2025
Q1
$345K Sell
2,229
-371
-14% -$57.5K 0.03% 541
2024
Q4
$478K Buy
2,600
+1,208
+87% +$222K 0.04% 377
2024
Q3
$251K Sell
1,392
-228
-14% -$41.2K 0.02% 529
2024
Q2
$294K Buy
1,620
+566
+54% +$103K 0.04% 395
2024
Q1
$199K Buy
1,054
+368
+54% +$69.5K 0.04% 388
2023
Q4
$124K Buy
+686
New +$124K 0.03% 455