Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Buy
3,072
+89
+3% +$20K 0.15% 131
2025
Q1
$503K Sell
2,983
-1,063
-26% -$179K 0.12% 150
2024
Q4
$799K Sell
4,046
-14
-0.3% -$2.77K 0.11% 135
2024
Q3
$705K Hold
4,060
0.11% 130
2024
Q2
$700K Buy
4,060
+455
+13% +$78.4K 0.09% 199
2024
Q1
$510K Buy
3,605
+3,603
+180,150% +$510K 0.97% 17
2023
Q4
$208 Sell
2
-1,320
-100% -$137K ﹤0.01% 1079
2023
Q3
$115K Sell
1,322
-197
-13% -$17.1K 0.03% 382
2023
Q2
$157K Buy
+1,519
New +$157K 0.03% 417