Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
415
+175
+73% +$226K 0.11% 161
2025
Q1
$222K Sell
240
-438
-65% -$405K 0.05% 261
2024
Q4
$604K Sell
678
-141
-17% -$126K 0.08% 158
2024
Q3
$581K Sell
819
-729
-47% -$517K 0.09% 154
2024
Q2
$1.04M Buy
1,548
+1,486
+2,397% +$1M 0.13% 138
2024
Q1
$38.1K Sell
62
-1,370
-96% -$842K 0.07% 161
2023
Q4
$697K Sell
1,432
-451
-24% -$220K 0.12% 149
2023
Q3
$711K Sell
1,883
-403
-18% -$152K 0.21% 113
2023
Q2
$1.01M Buy
+2,286
New +$1.01M 0.16% 122