Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
3,150
-325
-9% -$32.2K 0.03% 664
2025
Q1
$283K Buy
3,475
+3,469
+57,817% +$283K 0.02% 646
2024
Q4
$658 Sell
6
-6,654
-100% -$730K 0.06% 355
2024
Q3
$590K Sell
6,660
-1,260
-16% -$112K 0.05% 410
2024
Q2
$580K Sell
7,920
-150
-2% -$11K 0.05% 381
2024
Q1
$533K Sell
8,070
-100
-1% -$6.61K 0.05% 415
2023
Q4
$607K Hold
8,170
0.06% 346
2023
Q3
$452K Buy
+8,170
New +$452K 0.05% 415