Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
3,097
-700
-18% -$141K 0.13% 143
2025
Q1
$762K Buy
3,797
+1,027
+37% +$206K 0.19% 97
2024
Q4
$636K Buy
2,770
+2,559
+1,213% +$587K 0.09% 152
2024
Q3
$58.7K Sell
211
-253
-55% -$70.4K 0.01% 482
2024
Q2
$114K Buy
464
+458
+7,633% +$113K 0.01% 557
2024
Q1
$1.5K Sell
6
-722
-99% -$180K ﹤0.01% 416
2023
Q4
$168K Buy
728
+487
+202% +$113K 0.03% 315
2023
Q3
$53.1K Buy
241
+159
+194% +$35K 0.02% 510
2023
Q2
$17.2K Buy
+82
New +$17.2K ﹤0.01% 895