Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Buy
83,774
+43,511
+108% +$472K 0.06% 294
2025
Q1
$404K Sell
40,263
-526
-1% -$5.28K 0.03% 496
2024
Q4
$404K Sell
40,789
-3,511
-8% -$34.8K 0.03% 431
2024
Q3
$468K Buy
44,300
+7,256
+20% +$76.6K 0.05% 349
2024
Q2
$465K Buy
37,044
+23,817
+180% +$299K 0.06% 273
2024
Q1
$176K Buy
13,227
+1,240
+10% +$16.5K 0.04% 434
2023
Q4
$140K Buy
+11,987
New +$140K 0.04% 416