Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
3,587
+1,725
+93% +$217K 0.03% 522
2025
Q1
$255K Buy
1,862
+1,464
+368% +$200K 0.02% 658
2024
Q4
$60.9K Sell
398
-428
-52% -$65.5K 0.01% 1501
2024
Q3
$160K Sell
826
-437
-35% -$84.7K 0.02% 723
2024
Q2
$293K Buy
1,263
+755
+149% +$175K 0.04% 396
2024
Q1
$110K Buy
508
+22
+5% +$4.74K 0.02% 615
2023
Q4
$120K Buy
+486
New +$120K 0.03% 470