Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
93,547
-834
-0.9% -$4.72K 0.02% 516
2025
Q1
$514K Buy
94,381
+20,821
+28% +$113K 0.02% 536
2024
Q4
$513K Buy
73,560
+1,022
+1% +$7.13K 0.02% 552
2024
Q3
$329K Buy
72,538
+40,363
+125% +$183K 0.01% 626
2024
Q2
$175K Buy
32,175
+23,507
+271% +$128K 0.01% 658
2024
Q1
$46K Buy
+8,668
New +$46K 0.01% 736