Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
13,418
-640
-5% -$19.4K 0.04% 417
2025
Q1
$476K Buy
14,058
+2,596
+23% +$87.9K 0.05% 378
2024
Q4
$333K Buy
11,462
+5,542
+94% +$161K 0.03% 415
2024
Q3
$186K Buy
5,920
+2,255
+62% +$70.9K 0.02% 511
2024
Q2
$132K Buy
3,665
+672
+22% +$24.2K 0.02% 495
2024
Q1
$112K Sell
2,993
-389
-12% -$14.6K 0.02% 487
2023
Q4
$120K Buy
+3,382
New +$120K 0.03% 403