Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
1,228
+322
+36% +$127K 0.02% 226
2025
Q1
$337K Sell
906
-35
-4% -$13K 0.01% 262
2024
Q4
$339K Buy
941
+205
+28% +$73.8K 0.01% 233
2024
Q3
$266K Buy
736
+18
+3% +$6.5K 0.01% 267
2024
Q2
$244K Buy
718
+28
+4% +$9.53K 0.01% 264
2024
Q1
$247K Buy
+690
New +$247K 0.01% 260