Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
2,612
-738
-22% -$177K 0.01% 929
2025
Q1
$759K Buy
3,350
+1,048
+46% +$238K 0.01% 834
2024
Q4
$473K Buy
2,302
+326
+16% +$67K 0.01% 984
2024
Q3
$479K Sell
1,976
-970
-33% -$235K 0.01% 942
2024
Q2
$647K Buy
2,946
+1,459
+98% +$320K 0.02% 767
2024
Q1
$334K Sell
1,487
-645
-30% -$145K 0.01% 976
2023
Q4
$469K Buy
2,132
+94
+5% +$20.7K 0.01% 805
2023
Q3
$447K Buy
+2,038
New +$447K 0.01% 742