Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
3,255
+714
+28% +$85.7K 0.08% 202
2025
Q1
$374K Sell
2,541
-420
-14% -$61.8K 0.08% 200
2024
Q4
$481K Buy
2,961
+2,609
+741% +$424K 0.07% 143
2024
Q3
$57.3K Buy
352
+123
+54% +$20K 0.01% 649
2024
Q2
$31.3K Buy
229
+114
+99% +$15.6K 0.01% 870
2024
Q1
$17.6K Sell
115
-53
-32% -$8.12K ﹤0.01% 943
2023
Q4
$24K Sell
168
-153
-48% -$21.8K ﹤0.01% 619
2023
Q3
$42.1K Buy
+321
New +$42.1K 0.01% 334