Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
35,838
-25,707
-42% -$208K 0.01% 991
2025
Q1
$444K Buy
61,545
+10,689
+21% +$77.2K 0.01% 829
2024
Q4
$350K Buy
50,856
+36,651
+258% +$253K 0.01% 893
2024
Q3
$196K Sell
14,205
-9,258
-39% -$128K 0.01% 1011
2024
Q2
$247K Buy
23,463
+9,258
+65% +$97.6K 0.01% 967
2024
Q1
$196K Sell
14,205
-5,915
-29% -$81.8K 0.01% 1010
2023
Q4
$391K Buy
20,120
+9,795
+95% +$190K 0.01% 813
2023
Q3
$219K Sell
10,325
-5,174
-33% -$110K 0.01% 911
2023
Q2
$515K Buy
15,499
+2,372
+18% +$78.8K 0.02% 638
2023
Q1
$516K Buy
13,127
+1,867
+17% +$73.4K 0.02% 639
2022
Q4
$475K Sell
11,260
-1,823
-14% -$76.9K 0.03% 591
2022
Q3
$437K Buy
13,083
+2,240
+21% +$74.8K 0.03% 532
2022
Q2
$470K Buy
+10,843
New +$470K 0.03% 489