Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$997K Buy
2,839
+1,155
+69% +$406K 0.01% 597
2025
Q1
$533K Sell
1,684
-1,097
-39% -$347K 0.01% 796
2024
Q4
$940K Buy
2,781
+927
+50% +$313K 0.01% 605
2024
Q3
$580K Buy
1,854
+192
+12% +$60.1K 0.01% 829
2024
Q2
$534K Buy
+1,662
New +$534K 0.01% 779