Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Buy
1,024
+498
+95% +$287K 0.14% 290
2025
Q1
$297K Buy
+526
New +$297K 0.08% 419
2024
Q3
Sell
-2,249
Closed -$1.08M 760
2024
Q2
$1.08M Buy
2,249
+1,469
+188% +$708K 0.22% 164
2024
Q1
$437K Buy
+780
New +$437K 0.23% 193