Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
68,702
+25,919
+61% +$250K 0.07% 474
2025
Q1
$376K Buy
42,783
+9,473
+28% +$83.3K 0.04% 665
2024
Q4
$260K Buy
33,310
+17,166
+106% +$134K 0.03% 763
2024
Q3
$128K Sell
16,144
-3,657
-18% -$28.9K 0.01% 1229
2024
Q2
$177K Buy
+19,801
New +$177K 0.02% 789