Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
13,904
+514
+4% +$18.6K 0.07% 117
2025
Q1
$410K Buy
13,390
+5,025
+60% +$154K 0.06% 119
2024
Q4
$309K Sell
8,365
-107
-1% -$3.95K 0.04% 140
2024
Q3
$240K Sell
8,472
-118
-1% -$3.34K 0.03% 153
2024
Q2
$210K Hold
8,590
0.03% 152
2024
Q1
$210K Buy
+8,590
New +$210K 0.03% 150
2023
Q4
Sell
-8,545
Closed -$223K 154
2023
Q3
$223K Buy
8,545
+94
+1% +$2.45K 0.04% 137
2023
Q2
$227K Buy
+8,451
New +$227K 0.04% 141