Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
2,622
+914
+54% +$195K 0.04% 440
2025
Q1
$261K Buy
1,708
+764
+81% +$117K 0.02% 643
2024
Q4
$203K Buy
944
+201
+27% +$43.1K 0.02% 685
2024
Q3
$127K Buy
743
+362
+95% +$62.1K 0.01% 853
2024
Q2
$47.4K Buy
381
+281
+281% +$35K 0.01% 1232
2024
Q1
$9.32K Sell
100
-98
-49% -$9.14K ﹤0.01% 2108
2023
Q4
$21.1K Buy
+198
New +$21.1K 0.01% 1473