Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
336
-26
-7% -$10.2K 0.03% 382
2025
Q1
$139K Sell
362
-151
-29% -$57.9K 0.03% 332
2024
Q4
$228K Buy
513
+201
+64% +$89.4K 0.03% 300
2024
Q3
$162K Sell
312
-1,275
-80% -$660K 0.03% 313
2024
Q2
$889K Buy
1,587
+1,544
+3,591% +$865K 0.11% 158
2024
Q1
$21.6K Sell
43
-1,574
-97% -$790K 0.04% 214
2023
Q4
$965K Buy
1,617
+142
+10% +$84.7K 0.16% 119
2023
Q3
$752K Buy
1,475
+4
+0.3% +$2.04K 0.22% 110
2023
Q2
$718K Buy
+1,471
New +$718K 0.12% 163