Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$921K Sell
23,978
-1,176
-5% -$45.2K 0.03% 364
2025
Q1
$974K Buy
25,154
+11,664
+86% +$452K 0.04% 315
2024
Q4
$456K Sell
13,490
-2,273
-14% -$76.9K 0.02% 518
2024
Q3
$644K Buy
15,763
+1,531
+11% +$62.6K 0.04% 363
2024
Q2
$548K Buy
14,232
+1,516
+12% +$58.4K 0.04% 365
2024
Q1
$545K Buy
12,716
+2,738
+27% +$117K 0.05% 321
2023
Q4
$370K Buy
+9,978
New +$370K 0.05% 349