Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Buy
66,710
+1,861
+3% +$12.9K 0.04% 522
2025
Q1
$363K Buy
64,849
+64,791
+111,709% +$363K 0.03% 563
2024
Q4
$331 Sell
58
-47,144
-100% -$269K 0.03% 580
2024
Q3
$287K Buy
47,202
+7,442
+19% +$45.2K 0.02% 670
2024
Q2
$254K Buy
39,760
+16,770
+73% +$107K 0.02% 677
2024
Q1
$217K Sell
22,990
-6,087
-21% -$57.5K 0.02% 722
2023
Q4
$225K Sell
29,077
-43
-0.1% -$333 0.02% 684
2023
Q3
$189K Buy
+29,120
New +$189K 0.02% 705