Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Buy
26,860
+14,619
+119% +$421K 0.02% 263
2025
Q1
$346K Sell
12,241
-3,148
-20% -$89K 0.01% 314
2024
Q4
$350K Buy
15,389
+4,459
+41% +$101K 0.01% 327
2024
Q3
$240K Sell
10,930
-14,761
-57% -$325K 0.01% 354
2024
Q2
$491K Sell
25,691
-6,793
-21% -$130K 0.01% 259
2024
Q1
$572K Buy
32,484
+17,032
+110% +$300K 0.02% 235
2023
Q4
$259K Buy
+15,452
New +$259K 0.01% 306