Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
891
+42
+5% +$7.98K 0.04% 349
2025
Q1
$256K Sell
849
-92
-10% -$27.8K 0.06% 233
2024
Q4
$260K Sell
941
-28
-3% -$7.74K 0.04% 277
2024
Q3
$280K Sell
969
-2,811
-74% -$811K 0.04% 239
2024
Q2
$963K Buy
+3,780
New +$963K 0.12% 145
2023
Q4
Sell
-405
Closed -$84.3K 1157
2023
Q3
$84.3K Sell
405
-1,616
-80% -$336K 0.02% 436
2023
Q2
$389K Buy
+2,021
New +$389K 0.06% 261