Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
2,042
+485
+31% +$75.6K 0.01% 299
2025
Q1
$256K Sell
1,557
-101
-6% -$16.6K 0.01% 318
2024
Q4
$270K Sell
1,658
-3,201
-66% -$522K 0.01% 319
2024
Q3
$949K Buy
4,859
+3,305
+213% +$646K 0.02% 195
2024
Q2
$269K Buy
1,554
+27
+2% +$4.68K 0.01% 302
2024
Q1
$258K Sell
1,527
-20
-1% -$3.38K 0.01% 317
2023
Q4
$305K Buy
+1,547
New +$305K 0.01% 288