Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$854K Sell
5,422
-4,306
-44% -$679K 0.01% 1135
2025
Q1
$1.72M Buy
9,728
+4,915
+102% +$867K 0.02% 818
2024
Q4
$946K Buy
4,813
+1,376
+40% +$270K 0.01% 990
2024
Q3
$814K Buy
3,437
+871
+34% +$206K 0.01% 960
2024
Q2
$543K Buy
2,566
+54
+2% +$11.4K 0.01% 1026
2024
Q1
$635K Buy
2,512
+658
+35% +$166K 0.01% 1018
2023
Q4
$429K Sell
1,854
-372
-17% -$86.1K 0.01% 1020
2023
Q3
$438K Buy
2,226
+444
+25% +$87.4K 0.01% 960
2023
Q2
$401K Buy
+1,782
New +$401K 0.01% 884