Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
1,485
+503
+51% +$195K 0.23% 65
2025
Q1
$377K Sell
982
-129
-12% -$49.5K 0.19% 79
2024
Q4
$494K Buy
1,111
+476
+75% +$212K 0.19% 58
2024
Q3
$329K Buy
635
+44
+7% +$22.8K 0.14% 65
2024
Q2
$328K Sell
591
-418
-41% -$232K 0.14% 71
2024
Q1
$509K Buy
1,009
+493
+96% +$249K 0.22% 51
2023
Q4
$308K Buy
+516
New +$308K 0.24% 66