Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
45,400
+9,445
+26% +$85.5K 0.04% 90
2025
Q1
$231K Buy
35,955
+2,016
+6% +$12.9K 0.03% 95
2024
Q4
$323K Sell
33,939
-5,997
-15% -$57K 0.04% 85
2024
Q3
$326K Sell
39,936
-6,202
-13% -$50.7K 0.04% 86
2024
Q2
$624K Sell
46,138
-616
-1% -$8.33K 0.07% 62
2024
Q1
$328K Buy
46,754
+13,756
+42% +$96.4K 0.04% 79
2023
Q4
$361K Sell
32,998
-1,328
-4% -$14.5K 0.05% 71
2023
Q3
$313K Buy
34,326
+17,703
+106% +$161K 0.05% 76
2023
Q2
$262K Buy
16,623
+313
+2% +$4.94K 0.04% 79
2023
Q1
$213K Buy
+16,310
New +$213K 0.03% 76