Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Buy
3,553
+1,113
+46% +$300K 0.06% 222
2025
Q1
$619K Buy
2,440
+557
+30% +$141K 0.05% 271
2024
Q4
$441K Sell
1,883
-211
-10% -$49.4K 0.04% 318
2024
Q3
$535K Buy
2,094
+72
+4% +$18.4K 0.05% 261
2024
Q2
$481K Buy
2,022
+57
+3% +$13.6K 0.04% 266
2024
Q1
$454K Sell
1,965
-1,713
-47% -$396K 0.04% 282
2023
Q4
$730K Buy
3,678
+2,013
+121% +$399K 0.03% 322
2023
Q3
$282K Buy
+1,665
New +$282K 0.04% 284