Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
215,238
-15,258
-7% -$36.7K 0.04% 470
2025
Q1
$537K Buy
230,496
+230,332
+140,446% +$537K 0.05% 427
2024
Q4
$304 Sell
164
-166,201
-100% -$308K 0.03% 606
2024
Q3
$405K Hold
166,365
0.03% 538
2024
Q2
$341K Buy
166,365
+64,129
+63% +$131K 0.03% 566
2024
Q1
$253K Buy
102,236
+23,246
+29% +$57.5K 0.02% 663
2023
Q4
$221K Sell
78,990
-191
-0.2% -$534 0.02% 692
2023
Q3
$204K Buy
+79,181
New +$204K 0.02% 677