Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$973K Buy
23,300
+2,435
+12% +$102K 0.01% 1085
2025
Q1
$880K Sell
20,865
-17,695
-46% -$747K 0.01% 1045
2024
Q4
$1.87M Buy
38,560
+19,562
+103% +$951K 0.03% 763
2024
Q3
$1.25M Sell
18,998
-543
-3% -$35.8K 0.02% 849
2024
Q2
$1.12M Sell
19,541
-10,954
-36% -$630K 0.02% 821
2024
Q1
$1.94M Buy
30,495
+6,430
+27% +$410K 0.04% 630
2023
Q4
$1.52M Buy
24,065
+11,179
+87% +$705K 0.04% 621
2023
Q3
$863K Buy
+12,886
New +$863K 0.03% 719