Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
1,782
+850
+91% +$262K 0.46% 72
2025
Q1
$241K Sell
932
-180
-16% -$46.6K 0.23% 110
2024
Q4
$449K Sell
1,112
-160
-13% -$64.6K 0.42% 73
2024
Q3
$333K Sell
1,272
-52
-4% -$13.6K 0.32% 87
2024
Q2
$262K Buy
+1,324
New +$262K 0.28% 98