Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
951
-160
-14% -$43.1K 0.02% 247
2025
Q1
$282K Sell
1,111
-420
-27% -$106K 0.03% 222
2024
Q4
$359K Sell
1,531
-463
-23% -$108K 0.03% 179
2024
Q3
$494K Buy
1,994
+26
+1% +$6.44K 0.05% 150
2024
Q2
$468K Buy
1,968
+1,834
+1,369% +$436K 0.05% 119
2024
Q1
$30.9K Buy
+134
New +$30.9K 0.01% 321