Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
2,606
-921
-26% -$145K 0.03% 564
2025
Q1
$621K Buy
3,527
+3,526
+352,600% +$621K 0.05% 372
2024
Q4
$371 Sell
1
-3,564
-100% -$1.32M 0.03% 556
2024
Q3
$844K Sell
3,565
-2
-0.1% -$473 0.07% 296
2024
Q2
$754K Buy
3,567
+648
+22% +$137K 0.07% 303
2024
Q1
$738K Buy
2,919
+128
+5% +$32.4K 0.07% 316
2023
Q4
$645K Buy
2,791
+38
+1% +$8.78K 0.07% 327
2023
Q3
$541K Buy
+2,753
New +$541K 0.06% 354