Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
1,901
+716
+60% +$218K 0.02% 263
2025
Q1
$318K Sell
1,185
-47
-4% -$12.6K 0.01% 319
2024
Q4
$303K Buy
1,232
+252
+26% +$62K 0.01% 327
2024
Q3
$225K Sell
980
-95
-9% -$21.8K 0.01% 435
2024
Q2
$217K Buy
1,075
+42
+4% +$8.48K 0.01% 344
2024
Q1
$201K Buy
+1,033
New +$201K 0.01% 289