Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
45,871
+6,026
+15% +$65.4K 0.02% 600
2025
Q1
$400K Buy
39,845
+20,415
+105% +$205K 0.02% 631
2024
Q4
$192K Sell
19,430
-10,675
-35% -$106K 0.01% 921
2024
Q3
$318K Sell
30,105
-7,201
-19% -$76K 0.02% 642
2024
Q2
$468K Buy
37,306
+4,190
+13% +$52.5K 0.03% 422
2024
Q1
$440K Buy
33,116
+7,257
+28% +$96.4K 0.04% 386
2023
Q4
$315K Buy
25,859
+15,724
+155% +$192K 0.04% 401
2023
Q3
$126K Buy
+10,135
New +$126K 0.04% 331