Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
8,908
+123
+1% +$10.4K 0.04% 330
2025
Q1
$661K Buy
8,785
+311
+4% +$23.4K 0.04% 329
2024
Q4
$511K Sell
8,474
-3,191
-27% -$192K 0.03% 422
2024
Q3
$1.01M Buy
11,665
+1,274
+12% +$110K 0.05% 273
2024
Q2
$755K Buy
10,391
+790
+8% +$57.4K 0.04% 312
2024
Q1
$739K Buy
9,601
+1,704
+22% +$131K 0.04% 331
2023
Q4
$486K Buy
+7,897
New +$486K 0.03% 415
2023
Q2
Sell
-7,256
Closed -$230K 695
2023
Q1
$230K Buy
+7,256
New +$230K 0.02% 522