Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
6,321
-1,234
-16% -$275K 0.03% 351
2025
Q1
$1.55M Buy
7,555
+5,632
+293% +$1.16M 0.04% 295
2024
Q4
$351K Buy
1,923
+46
+2% +$8.41K 0.01% 504
2024
Q3
$386K Buy
1,877
+301
+19% +$62K 0.02% 418
2024
Q2
$276K Buy
+1,576
New +$276K 0.01% 429