Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
10,316
+1,596
+18% +$59.9K 0.01% 911
2025
Q1
$281K Buy
8,720
+487
+6% +$15.7K 0.01% 961
2024
Q4
$291K Sell
8,233
-2,313
-22% -$81.9K 0.01% 952
2024
Q3
$461K Buy
10,546
+1,438
+16% +$62.9K 0.01% 776
2024
Q2
$350K Sell
9,108
-1,438
-14% -$55.3K 0.01% 864
2024
Q1
$461K Buy
10,546
+4,245
+67% +$186K 0.01% 775
2023
Q4
$271K Buy
6,301
+511
+9% +$22K 0.01% 904
2023
Q3
$239K Buy
+5,790
New +$239K 0.01% 874