Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
13,337
+2,938
+28% +$141K 0.01% 412
2025
Q1
$505K Sell
10,399
-3,416
-25% -$166K 0.01% 445
2024
Q4
$675K Buy
13,815
+6,359
+85% +$311K 0.01% 362
2024
Q3
$463K Sell
7,456
-3,756
-33% -$233K 0.01% 435
2024
Q2
$640K Buy
11,212
+3,000
+37% +$171K 0.01% 355
2024
Q1
$474K Buy
8,212
+205
+3% +$11.8K 0.01% 402
2023
Q4
$547K Buy
8,007
+3,955
+98% +$270K 0.01% 351
2023
Q3
$230K Sell
4,052
-481
-11% -$27.4K 0.01% 513
2023
Q2
$270K Buy
+4,533
New +$270K 0.01% 469