Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
3,614
+1,085
+43% +$165K 0.36% 21
2025
Q1
$371K Buy
+2,529
New +$371K 0.28% 28
2024
Q3
$338K Sell
2,472
-5
-0.2% -$684 0.3% 30
2024
Q2
$253K Sell
2,477
-502
-17% -$51.3K 0.21% 32
2024
Q1
$264K Buy
2,979
+25
+0.8% +$2.22K 0.23% 30
2023
Q4
$270K Sell
2,954
-11
-0.4% -$1.01K 0.14% 85
2023
Q3
$232K Buy
+2,965
New +$232K 0.13% 89