Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2,269
+961
+73% +$302K 0.07% 442
2025
Q1
$399K Buy
1,308
+975
+293% +$297K 0.04% 627
2024
Q4
$111K Sell
333
-449
-57% -$149K 0.01% 1066
2024
Q3
$261K Sell
782
-1,361
-64% -$454K 0.02% 957
2024
Q2
$883K Buy
2,143
+1,258
+142% +$518K 0.12% 278
2024
Q1
$358K Buy
885
+261
+42% +$105K 0.06% 467
2023
Q4
$191K Buy
+624
New +$191K 0.04% 634