Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Buy
6,351
+2,315
+57% +$300K 0.01% 304
2025
Q1
$486K Buy
4,036
+86
+2% +$10.3K 0.01% 363
2024
Q4
$461K Buy
3,950
+2,444
+162% +$285K 0.01% 365
2024
Q3
$226K Sell
1,506
-30
-2% -$4.51K ﹤0.01% 448
2024
Q2
$243K Hold
1,536
﹤0.01% 426
2024
Q1
$304K Sell
1,536
-6
-0.4% -$1.19K 0.01% 395
2023
Q4
$268K Sell
1,542
-77
-5% -$13.4K 0.01% 412
2023
Q3
$253K Hold
1,619
0.01% 405
2023
Q2
$265K Buy
1,619
+88
+6% +$14.4K 0.01% 402
2023
Q1
$236K Buy
+1,531
New +$236K 0.01% 411