Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2,793
+871
+45% +$197K 0.05% 154
2025
Q1
$319K Sell
1,922
-961
-33% -$160K 0.03% 209
2024
Q4
$569K Buy
2,883
+1,217
+73% +$240K 0.05% 127
2024
Q3
$314K Sell
1,666
-287
-15% -$54.1K 0.03% 208
2024
Q2
$339K Buy
1,953
+1,034
+113% +$180K 0.04% 158
2024
Q1
$125K Buy
+919
New +$125K 0.03% 174