Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
1,807
+461
+34% +$104K 0.04% 223
2025
Q1
$223K Buy
+1,346
New +$223K 0.02% 262
2024
Q4
Sell
-5,985
Closed -$1.04M 301
2024
Q3
$1.04M Sell
5,985
-300
-5% -$52.1K 0.09% 152
2024
Q2
$1.09M Buy
+6,285
New +$1.09M 0.12% 137