Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
825
+272
+49% +$244K 0.08% 251
2025
Q1
$376K Sell
553
-42
-7% -$28.6K 0.04% 369
2024
Q4
$375K Hold
595
0.04% 375
2024
Q3
$461K Buy
595
+87
+17% +$67.4K 0.05% 333
2024
Q2
$419K Buy
508
+40
+9% +$33K 0.08% 247
2024
Q1
$327K Buy
468
+77
+20% +$53.8K 0.07% 309
2023
Q4
$227K Buy
+391
New +$227K 0.04% 241