Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
4,748
-758
-14% -$53.8K 0.04% 147
2025
Q1
$349K Buy
5,506
+445
+9% +$28.2K 0.06% 175
2024
Q4
$385K Hold
5,061
0.07% 149
2024
Q3
$447K Sell
5,061
-3,073
-38% -$271K 0.09% 129
2024
Q2
$1.03B Buy
8,134
+1,787
+28% +$227M 1.67% 10
2024
Q1
$2.79M Buy
6,347
+1,169
+23% +$513K 0.44% 41
2023
Q4
$562K Buy
+5,178
New +$562K 0.11% 106