Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Buy
65,078
+54,956
+543% +$729K 0.01% 1131
2025
Q1
$151K Sell
10,122
-24,436
-71% -$364K ﹤0.01% 1535
2024
Q4
$662K Sell
34,558
-1,279
-4% -$24.5K 0.01% 1074
2024
Q3
$763K Sell
35,837
-43,024
-55% -$916K 0.01% 979
2024
Q2
$1.54M Buy
78,861
+5,580
+8% +$109K 0.03% 708
2024
Q1
$1.11M Buy
73,281
+5,425
+8% +$82.4K 0.02% 825
2023
Q4
$1.38M Buy
67,856
+6,056
+10% +$123K 0.03% 656
2023
Q3
$1.1M Buy
61,800
+5,056
+9% +$90K 0.03% 635
2023
Q2
$945K Buy
+56,744
New +$945K 0.03% 624