Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
2,143
0.07% 131
2025
Q1
$583K Sell
2,143
-517
-19% -$141K 0.06% 152
2024
Q4
$883K Sell
2,660
-165
-6% -$54.8K 0.09% 92
2024
Q3
$1.02M Sell
2,825
-240
-8% -$86.8K 0.1% 84
2024
Q2
$961K Buy
3,065
+2,855
+1,360% +$895K 0.11% 67
2024
Q1
$65.7K Buy
+210
New +$65.7K 0.02% 248