Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
6,083
-4,050
-40% -$469K 0.06% 372
2025
Q1
$1.02M Buy
10,133
+10,123
+101,230% +$1.01M 0.09% 244
2024
Q4
$1.15K Sell
10
-7,273
-100% -$838K 0.11% 213
2024
Q3
$853K Sell
7,283
-118
-2% -$13.8K 0.07% 288
2024
Q2
$694K Sell
7,401
-105
-1% -$9.85K 0.06% 329
2024
Q1
$695K Buy
7,506
+308
+4% +$28.5K 0.07% 338
2023
Q4
$556K Buy
7,198
+2,727
+61% +$211K 0.06% 380
2023
Q3
$431K Buy
+4,471
New +$431K 0.05% 429