Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
1,849
+1,498
+427% +$532K 0.26% 56
2025
Q1
$123K Sell
351
-101
-22% -$35.4K 0.06% 143
2024
Q4
$143K Sell
452
-781
-63% -$247K 0.06% 129
2024
Q3
$339K Buy
1,233
+182
+17% +$50K 0.15% 62
2024
Q2
$276K Sell
1,051
-33
-3% -$8.66K 0.12% 75
2024
Q1
$303K Buy
1,084
+572
+112% +$160K 0.13% 73
2023
Q4
$133K Buy
+512
New +$133K 0.11% 110