Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
3,349
+543
+19% +$85.1K 0.04% 463
2025
Q1
$362K Buy
2,806
+2,803
+93,433% +$362K 0.03% 566
2024
Q4
$467 Sell
3
-3,273
-100% -$509K 0.04% 475
2024
Q3
$489K Sell
3,276
-19
-0.6% -$2.84K 0.04% 468
2024
Q2
$425K Buy
3,295
+486
+17% +$62.7K 0.04% 497
2024
Q1
$382K Sell
2,809
-2
-0.1% -$272 0.04% 521
2023
Q4
$335K Sell
2,811
-24
-0.8% -$2.86K 0.03% 537
2023
Q3
$277K Buy
+2,835
New +$277K 0.03% 586