Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
754
-1,218
-62% -$218K 0.01% 304
2025
Q1
$316K Buy
1,972
+185
+10% +$29.6K 0.04% 203
2024
Q4
$311K Buy
1,787
+149
+9% +$25.9K 0.04% 199
2024
Q3
$371K Buy
1,638
+27
+2% +$6.11K 0.05% 193
2024
Q2
$361K Buy
1,611
+530
+49% +$119K 0.05% 185
2024
Q1
$276K Buy
+1,081
New +$276K 0.04% 198