Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
1,314
+556
+73% +$261K 0.03% 442
2025
Q1
$353K Sell
758
-119
-14% -$55.4K 0.02% 567
2024
Q4
$367K Buy
877
+308
+54% +$129K 0.02% 543
2024
Q3
$271K Sell
569
-56
-9% -$26.7K 0.12% 235
2024
Q2
$274K Buy
625
+25
+4% +$11K 0.13% 228
2024
Q1
$279K Buy
+600
New +$279K 0.14% 200
2023
Q2
Sell
-615
Closed -$217K 422
2023
Q1
$217K Buy
+615
New +$217K 0.13% 265
2021
Q2
Sell
-3,426
Closed -$960K 485
2021
Q1
$960K Buy
+3,426
New +$960K 0.17% 121