Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
1,643
-483
-23% -$140K 0.18% 105
2025
Q1
$516K Buy
2,126
+995
+88% +$242K 0.26% 97
2024
Q4
$249K Sell
1,131
-35
-3% -$7.69K 0.13% 110
2024
Q3
$258K Sell
1,166
-63
-5% -$13.9K 0.12% 106
2024
Q2
$213K Buy
+1,229
New +$213K 0.1% 122