Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
1,109
+538
+94% +$129K 0.06% 291
2025
Q1
$133K Sell
571
-423
-43% -$98.8K 0.03% 402
2024
Q4
$256K Buy
994
+164
+20% +$42.3K 0.04% 200
2024
Q3
$203K Buy
830
+557
+204% +$136K 0.05% 220
2024
Q2
$61K Buy
273
+106
+63% +$23.7K 0.02% 530
2024
Q1
$45.5K Buy
167
+39
+30% +$10.6K 0.01% 472
2023
Q4
$35.3K Buy
128
+31
+32% +$8.56K 0.01% 422
2023
Q3
$20.8K Sell
97
-33
-25% -$7.09K ﹤0.01% 625
2023
Q2
$29.4K Buy
+130
New +$29.4K 0.01% 370