Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
35,198
+570
+2% +$11.9K 0.01% 250
2025
Q1
$830K Sell
34,628
-5,270
-13% -$126K 0.02% 242
2024
Q4
$852K Buy
39,898
+23
+0.1% +$491 0.02% 252
2024
Q3
$922K Sell
39,875
-44,320
-53% -$1.03M 0.02% 246
2024
Q2
$1.53M Sell
84,195
-42,072
-33% -$765K 0.03% 194
2024
Q1
$2.71M Buy
+126,267
New +$2.71M 0.06% 160