Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Buy
1,942
+733
+61% +$284K 0.5% 64
2025
Q1
$464K Buy
1,209
+140
+13% +$53.7K 0.31% 75
2024
Q4
$475K Hold
1,069
0.33% 76
2024
Q3
$553K Sell
1,069
-5
-0.5% -$2.59K 0.37% 73
2024
Q2
$597K Hold
1,074
0.47% 56
2024
Q1
$542K Sell
1,074
-50
-4% -$25.2K 0.42% 60
2023
Q4
$671K Sell
1,124
-95
-8% -$56.7K 0.54% 56
2023
Q3
$622K Buy
+1,219
New +$622K 0.53% 55