Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
2,593
+114
+5% +$13.7K 0.03% 666
2025
Q1
$365K Buy
2,479
+2,477
+123,850% +$365K 0.03% 558
2024
Q4
$402 Sell
2
-2,359
-100% -$474K 0.04% 521
2024
Q3
$384K Sell
2,361
-79
-3% -$12.8K 0.03% 558
2024
Q2
$332K Sell
2,440
-209
-8% -$28.4K 0.03% 579
2024
Q1
$415K Sell
2,649
-169
-6% -$26.5K 0.04% 500
2023
Q4
$401K Buy
2,818
+48
+2% +$6.83K 0.04% 483
2023
Q3
$363K Buy
+2,770
New +$363K 0.04% 479