Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
1,345
+224
+20% +$125K 0.01% 275
2025
Q1
$640K Sell
1,121
-88
-7% -$50.3K 0.01% 295
2024
Q4
$842K Sell
1,209
-245
-17% -$171K 0.01% 263
2024
Q3
$773K Buy
1,454
+645
+80% +$343K 0.01% 284
2024
Q2
$477K Sell
809
-17
-2% -$10K 0.01% 337
2024
Q1
$518K Sell
826
-790
-49% -$495K 0.01% 346
2023
Q4
$938K Buy
1,616
+806
+100% +$468K 0.01% 281
2023
Q3
$399K Sell
810
-447
-36% -$220K ﹤0.01% 368
2023
Q2
$669K Sell
1,257
-99
-7% -$52.7K 0.01% 355
2023
Q1
$581K Buy
+1,356
New +$581K 0.01% 379