Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
8,472
+1,972
+30% +$95.9K 0.01% 887
2025
Q1
$317K Buy
6,500
+1,121
+21% +$54.7K 0.01% 920
2024
Q4
$263K Sell
5,379
-1,453
-21% -$71K 0.01% 977
2024
Q3
$394K Buy
6,832
+782
+13% +$45.1K 0.01% 821
2024
Q2
$345K Sell
6,050
-782
-11% -$44.6K 0.01% 870
2024
Q1
$394K Buy
6,832
+121
+2% +$6.98K 0.01% 820
2023
Q4
$458K Buy
6,711
+1,301
+24% +$88.9K 0.01% 761
2023
Q3
$308K Buy
5,410
+1,773
+49% +$101K 0.01% 797
2023
Q2
$217K Buy
+3,637
New +$217K 0.01% 887