Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
3,334
+879
+36% +$86.7K 0.02% 510
2025
Q1
$256K Sell
2,455
-1,900
-44% -$198K 0.02% 472
2024
Q4
$589K Sell
4,355
-2,391
-35% -$323K 0.05% 255
2024
Q3
$1.05M Buy
6,746
+731
+12% +$114K 0.09% 160
2024
Q2
$890K Buy
6,015
+8
+0.1% +$1.18K 0.08% 169
2024
Q1
$1.06M Sell
6,007
-5,253
-47% -$931K 0.1% 147
2023
Q4
$1.6M Buy
+11,260
New +$1.6M 0.07% 180