Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
22,142
+11,596
+110% +$210K 0.04% 726
2025
Q1
$212K Buy
10,546
+12
+0.1% +$241 0.02% 960
2024
Q4
$222K Sell
10,534
-785
-7% -$16.6K 0.03% 825
2024
Q3
$275K Sell
11,319
-10,787
-49% -$262K 0.02% 931
2024
Q2
$484K Buy
22,106
+8,395
+61% +$184K 0.07% 467
2024
Q1
$281K Buy
+13,711
New +$281K 0.05% 540