Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
1,507
+43
+3% +$9.95K 0.02% 491
2025
Q1
$320K Buy
1,464
+164
+13% +$35.8K 0.03% 403
2024
Q4
$266K Sell
1,300
-13
-1% -$2.67K 0.02% 438
2024
Q3
$219K Buy
+1,313
New +$219K 0.02% 426
2024
Q2
Sell
-1,308
Closed -$260K 459
2024
Q1
$260K Sell
1,308
-1,266
-49% -$252K 0.02% 390
2023
Q4
$532K Buy
2,574
+1,274
+98% +$263K 0.02% 392
2023
Q3
$337K Buy
+1,300
New +$337K 0.04% 252