Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
209,826
-68,357
-25% -$196K 0.01% 755
2025
Q1
$812K Sell
278,183
-18,958
-6% -$55.4K 0.02% 644
2024
Q4
$856K Buy
297,141
+182,201
+159% +$525K 0.02% 642
2024
Q3
$508K Sell
114,940
-70,587
-38% -$312K 0.01% 761
2024
Q2
$612K Buy
185,527
+29,832
+19% +$98.4K 0.01% 712
2024
Q1
$573K Buy
155,695
+34,655
+29% +$128K 0.01% 728
2023
Q4
$489K Buy
121,040
+15,558
+15% +$62.9K 0.01% 737
2023
Q3
$419K Buy
105,482
+46,701
+79% +$186K 0.01% 729
2023
Q2
$256K Buy
+58,781
New +$256K 0.01% 839