Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
51,159
-2,122
-4% -$23K 0.05% 444
2025
Q1
$534K Buy
53,281
+53,223
+91,764% +$533K 0.05% 431
2024
Q4
$576 Sell
58
-58,835
-100% -$584K 0.05% 401
2024
Q3
$621K Sell
58,893
-3,605
-6% -$38K 0.05% 394
2024
Q2
$783K Sell
62,498
-2,944
-4% -$36.9K 0.07% 291
2024
Q1
$869K Sell
65,442
-1,317
-2% -$17.5K 0.08% 269
2023
Q4
$813K Buy
66,759
+974
+1% +$11.9K 0.08% 259
2023
Q3
$817K Buy
+65,785
New +$817K 0.09% 239