Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
46,118
+7,627
+20% +$103K 0.01% 784
2025
Q1
$624K Sell
38,491
-17,312
-31% -$281K 0.01% 734
2024
Q4
$1.18M Buy
55,803
+10,994
+25% +$232K 0.02% 515
2024
Q3
$1.14M Buy
44,809
+3,074
+7% +$78.1K 0.02% 525
2024
Q2
$868K Buy
+41,735
New +$868K 0.01% 569