Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
19,633
+5,905
+43% +$262K 0.08% 59
2025
Q1
$455K Buy
13,728
+3,321
+32% +$110K 0.05% 89
2024
Q4
$379K Sell
10,407
-2,980
-22% -$109K 0.03% 90
2024
Q3
$379K Sell
13,387
-1,176
-8% -$33.3K 0.04% 72
2024
Q2
$375K Sell
14,563
-2,378
-14% -$61.3K 0.04% 77
2024
Q1
$422K Sell
16,941
-2,375
-12% -$59.2K 0.05% 97
2023
Q4
$353K Buy
+19,316
New +$353K 0.06% 115
2023
Q3
Hold
0
650
2023
Q2
Hold
0
719
2023
Q1
Hold
0
891
2022
Q4
Hold
0
959
2022
Q3
Hold
0
1065
2022
Q2
Hold
0
1204
2022
Q1
Hold
0
1343