Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
13,689
+7,284
+114% +$577K 0.02% 97
2025
Q1
$575K Sell
6,405
-2,863
-31% -$257K 0.01% 142
2024
Q4
$922K Buy
9,268
+3,416
+58% +$340K 0.01% 89
2024
Q3
$665K Buy
5,852
+3,958
+209% +$449K 0.01% 75
2024
Q2
$234K Buy
+1,894
New +$234K 0.01% 88