Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
808
-705
-47% -$565K 0.25% 58
2025
Q1
$1M Buy
1,513
+739
+95% +$490K 0.51% 36
2024
Q4
$536K Buy
774
+385
+99% +$267K 0.21% 53
2024
Q3
$324K Buy
389
+126
+48% +$105K 0.14% 67
2024
Q2
$269K Sell
263
-385
-59% -$394K 0.12% 77
2024
Q1
$629K Sell
648
-168
-21% -$163K 0.28% 46
2023
Q4
$618K Buy
+816
New +$618K 0.49% 41