Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$882K Buy
56,679
+9,751
+21% +$152K 0.09% 342
2025
Q1
$878K Buy
46,928
+1,902
+4% +$35.6K 0.1% 319
2024
Q4
$832K Buy
45,026
+36,385
+421% +$672K 0.11% 294
2024
Q3
$227K Sell
8,641
-3,013
-26% -$79K 0.02% 1023
2024
Q2
$225K Buy
+11,654
New +$225K 0.03% 711