Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
1,590
-101
-6% -$15.9K 0.02% 756
2025
Q1
$228K Buy
1,691
+1,690
+169,000% +$228K 0.02% 733
2024
Q4
$234 Sell
1
-1,405
-100% -$329K 0.02% 706
2024
Q3
$229K Buy
1,406
+222
+19% +$36.2K 0.02% 746
2024
Q2
$172K Buy
1,184
+643
+119% +$93.4K 0.02% 802
2024
Q1
$71K Buy
+541
New +$71K 0.01% 1040