Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
25,900
+14,395
+125% +$349K 0.29% 58
2025
Q1
$292K Buy
11,505
+3,378
+42% +$85.6K 0.18% 105
2024
Q4
$216K Sell
8,127
-4,377
-35% -$116K 0.14% 121
2024
Q3
$362K Buy
12,504
+62
+0.5% +$1.79K 0.24% 70
2024
Q2
$348K Sell
12,442
-354
-3% -$9.91K 0.25% 73
2024
Q1
$355K Buy
12,796
+1,456
+13% +$40.4K 0.27% 64
2023
Q4
$326K Buy
+11,340
New +$326K 0.28% 64