Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
98,197
+15,349
+19% +$66.6K 0.03% 547
2025
Q1
$412K Buy
82,848
+82,786
+133,526% +$412K 0.04% 517
2024
Q4
$404 Sell
62
-62,998
-100% -$411K 0.04% 519
2024
Q3
$225K Hold
63,060
0.02% 750
2024
Q2
$346K Buy
63,060
+41,625
+194% +$228K 0.03% 561
2024
Q1
$144K Sell
21,435
-925
-4% -$6.21K 0.01% 852
2023
Q4
$136K Hold
22,360
0.01% 857
2023
Q3
$161K Buy
+22,360
New +$161K 0.02% 772