Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
1,567
+349
+29% +$106K 0.04% 510
2025
Q1
$326K Buy
1,218
+1,216
+60,800% +$325K 0.03% 596
2024
Q4
$522 Sell
2
-3,259
-100% -$851K 0.05% 431
2024
Q3
$747K Sell
3,261
-59
-2% -$13.5K 0.06% 328
2024
Q2
$669K Buy
3,320
+164
+5% +$33K 0.06% 339
2024
Q1
$615K Sell
3,156
-645
-17% -$126K 0.06% 377
2023
Q4
$587K Sell
3,801
-4
-0.1% -$618 0.06% 359
2023
Q3
$492K Buy
+3,805
New +$492K 0.05% 389