Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$882K Buy
21,270
+8,898
+72% +$369K 0.02% 655
2025
Q1
$398K Buy
12,372
+2,640
+27% +$84.9K 0.01% 861
2024
Q4
$337K Sell
9,732
-1,898
-16% -$65.7K 0.01% 911
2024
Q3
$253K Sell
11,630
-509
-4% -$11.1K 0.01% 936
2024
Q2
$319K Buy
12,139
+509
+4% +$13.4K 0.01% 891
2024
Q1
$253K Buy
11,630
+172
+2% +$3.74K 0.01% 934
2023
Q4
$238K Sell
11,458
-848
-7% -$17.6K 0.01% 942
2023
Q3
$186K Sell
12,306
-6,736
-35% -$102K 0.01% 949
2023
Q2
$253K Sell
19,042
-3,606
-16% -$47.9K 0.01% 844
2023
Q1
$334K Buy
+22,648
New +$334K 0.01% 761