Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Sell
2,004
-464
-19% -$38K 0.04% 358
2025
Q1
$215K Sell
2,468
-2,298
-48% -$200K 0.05% 265
2024
Q4
$474K Sell
4,766
-2,418
-34% -$241K 0.06% 189
2024
Q3
$816K Buy
7,184
+2,988
+71% +$339K 0.13% 120
2024
Q2
$537K Buy
4,196
+4,181
+27,873% +$535K 0.07% 233
2024
Q1
$1.97K Sell
15
-4,254
-100% -$558K ﹤0.01% 399
2023
Q4
$466K Buy
4,269
+1,425
+50% +$155K 0.08% 183
2023
Q3
$293K Sell
2,844
-506
-15% -$52.1K 0.09% 231
2023
Q2
$383K Buy
+3,350
New +$383K 0.06% 265