Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
728
+261
+56% +$59.3K 0.01% 325
2025
Q1
$114K Sell
467
-215
-32% -$52.5K 0.01% 393
2024
Q4
$192K Buy
682
+18
+3% +$5.06K 0.02% 279
2024
Q3
$194K Buy
664
+209
+46% +$61.1K 0.02% 285
2024
Q2
$137K Buy
455
+36
+9% +$10.8K 0.02% 331
2024
Q1
$121K Buy
+419
New +$121K 0.03% 183