Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
5,575
+1,396
+33% +$138K 0.04% 447
2025
Q1
$436K Buy
4,179
+4,177
+208,850% +$436K 0.04% 500
2024
Q4
$369 Sell
2
-2,677
-100% -$494K 0.03% 558
2024
Q3
$417K Buy
2,679
+2
+0.1% +$311 0.04% 525
2024
Q2
$396K Buy
2,677
+84
+3% +$12.4K 0.04% 525
2024
Q1
$459K Sell
2,593
-28
-1% -$4.96K 0.04% 462
2023
Q4
$373K Sell
2,621
-61
-2% -$8.68K 0.04% 504
2023
Q3
$296K Buy
+2,682
New +$296K 0.03% 556