Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
814
-278
-25% -$108K 0.19% 114
2025
Q1
$419K Buy
1,092
+146
+15% +$56K 0.28% 73
2024
Q4
$421K Sell
946
-251
-21% -$112K 0.27% 71
2024
Q3
$620K Buy
1,197
+112
+10% +$58K 0.41% 45
2024
Q2
$603K Buy
1,085
+123
+13% +$68.3K 0.44% 43
2024
Q1
$485K Buy
962
+28
+3% +$14.1K 0.37% 56
2023
Q4
$557K Buy
934
+33
+4% +$19.7K 0.48% 46
2023
Q3
$459K Sell
901
-6
-0.7% -$3.06K 0.48% 48
2023
Q2
$444K Buy
+907
New +$444K 0.52% 49