Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
2,140
+1,554
+265% +$324K 0.05% 354
2025
Q1
$127K Buy
+586
New +$127K 0.02% 1044
2024
Q4
Sell
-546
Closed -$96.1K 1714
2024
Q3
$96.1K Sell
546
-57
-9% -$10K 0.01% 1174
2024
Q2
$98.2K Sell
603
-120
-17% -$19.6K 0.02% 1019
2024
Q1
$108K Buy
723
+214
+42% +$31.9K 0.02% 954
2023
Q4
$65.4K Sell
509
-337
-40% -$43.3K 0.01% 1227
2023
Q3
$89K Buy
+846
New +$89K 0.02% 934