Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$903K Buy
13,441
+6,720
+100% +$452K 0.01% 632
2025
Q1
$524K Sell
6,721
-3,762
-36% -$293K 0.01% 808
2024
Q4
$860K Buy
10,483
+3,368
+47% +$276K 0.01% 638
2024
Q3
$556K Sell
7,115
-1,395
-16% -$109K 0.01% 844
2024
Q2
$606K Buy
8,510
+5,630
+195% +$401K 0.01% 730
2024
Q1
$251K Sell
2,880
-845
-23% -$73.6K 0.01% 577
2023
Q4
$286K Buy
+3,725
New +$286K 0.01% 502