Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
3,525
-7,340
-68% -$599K 0.03% 321
2025
Q1
$1.08M Buy
10,865
+2,800
+35% +$278K 0.12% 180
2024
Q4
$810K Buy
8,065
+5,001
+163% +$502K 0.09% 207
2024
Q3
$279K Sell
3,064
-80
-3% -$7.29K 0.04% 292
2024
Q2
$256K Buy
3,144
+149
+5% +$12.2K 0.03% 295
2024
Q1
$240K Buy
+2,995
New +$240K 0.03% 303