Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
1,382
-217
-14% -$30.2K 0.02% 593
2025
Q1
$253K Buy
1,599
+121
+8% +$19.2K 0.02% 504
2024
Q4
$193K Buy
1,478
+562
+61% +$73.5K 0.02% 553
2024
Q3
$122K Buy
916
+630
+220% +$84.2K 0.01% 646
2024
Q2
$42.2K Buy
286
+166
+138% +$24.5K 0.01% 787
2024
Q1
$18.1K Buy
120
+114
+1,900% +$17.2K ﹤0.01% 881
2023
Q4
$868 Buy
+6
New +$868 ﹤0.01% 1046