Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
33,487
+28,705
+600% +$566K 0.06% 475
2025
Q1
$92.9K Buy
4,782
+551
+13% +$10.7K 0.01% 1326
2024
Q4
$75K Sell
4,231
-16,770
-80% -$297K 0.01% 1186
2024
Q3
$400K Sell
21,001
-26,369
-56% -$502K 0.04% 757
2024
Q2
$770K Buy
47,370
+30,702
+184% +$499K 0.1% 310
2024
Q1
$330K Sell
16,668
-4,460
-21% -$88.4K 0.06% 496
2023
Q4
$399K Buy
+21,128
New +$399K 0.08% 426