Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Buy
36,083
+6,571
+22% +$160K 0.02% 246
2025
Q1
$748K Sell
29,512
-9,309
-24% -$236K 0.02% 241
2024
Q4
$1.03M Sell
38,821
-5,136
-12% -$136K 0.02% 217
2024
Q3
$1.27M Buy
43,957
+2,386
+6% +$69.1K 0.03% 195
2024
Q2
$1.16M Sell
41,571
-12,988
-24% -$363K 0.03% 200
2024
Q1
$1.51M Buy
54,559
+7,609
+16% +$211K 0.04% 166
2023
Q4
$1.35M Buy
+46,950
New +$1.35M 0.04% 164