Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
1,213
+575
+90% +$222K 0.19% 114
2025
Q1
$245K Sell
638
-378
-37% -$145K 0.13% 145
2024
Q4
$452K Sell
1,016
-7
-0.7% -$3.11K 0.23% 86
2024
Q3
$530K Sell
1,023
-64
-6% -$33.1K 0.44% 56
2024
Q2
$604K Buy
1,087
+8
+0.7% +$4.44K 0.39% 53
2024
Q1
$544K Sell
1,079
-1
-0.1% -$505 0.61% 45
2023
Q4
$644K Buy
+1,080
New +$644K 0.82% 31