Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
20,831
+6,114
+42% +$451K 0.02% 435
2025
Q1
$905K Sell
14,717
-6,885
-32% -$423K 0.01% 590
2024
Q4
$1.2M Buy
21,602
+13,461
+165% +$750K 0.02% 506
2024
Q3
$593K Buy
8,141
+81
+1% +$5.9K 0.01% 818
2024
Q2
$464K Buy
+8,060
New +$464K 0.01% 843