Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788K Buy
3,224
+768
+31% +$188K 0.01% 834
2025
Q1
$650K Buy
2,456
+729
+42% +$193K 0.01% 895
2024
Q4
$438K Buy
1,727
+310
+22% +$78.7K 0.01% 1019
2024
Q3
$449K Buy
1,417
+277
+24% +$87.7K 0.01% 984
2024
Q2
$426K Buy
1,140
+31
+3% +$11.6K 0.01% 977
2024
Q1
$385K Sell
1,109
-506
-31% -$175K 0.01% 924
2023
Q4
$739K Sell
1,615
-3,130
-66% -$1.43M 0.02% 647
2023
Q3
$2.31M Buy
+4,745
New +$2.31M 0.07% 286