Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2,936
-18
-0.6% -$2.21K 0.14% 91
2025
Q1
$269K Sell
2,954
-895
-23% -$81.6K 0.14% 92
2024
Q4
$444K Sell
3,849
-1,406
-27% -$162K 0.17% 65
2024
Q3
$623K Sell
5,255
-880
-14% -$104K 0.27% 48
2024
Q2
$846K Buy
6,135
+4,496
+274% +$620K 0.36% 40
2024
Q1
$187K Buy
1,639
+1,578
+2,587% +$180K 0.08% 95
2023
Q4
$4.67K Buy
+61
New +$4.67K ﹤0.01% 353