Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
961
-1,607
-63% -$574K 0.09% 110
2025
Q1
$698K Buy
2,568
+209
+9% +$56.8K 0.19% 77
2024
Q4
$783K Sell
2,359
-1,619
-41% -$537K 0.23% 73
2024
Q3
$1.32M Buy
3,978
+1,188
+43% +$394K 0.38% 55
2024
Q2
$875K Buy
2,790
+2,016
+260% +$632K 0.27% 62
2024
Q1
$242K Buy
+774
New +$242K 0.07% 110