Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
11,173
+1,379
+14% +$48.3K 0.03% 585
2025
Q1
$371K Buy
9,794
+9,785
+108,722% +$371K 0.03% 553
2024
Q4
$469 Sell
9
-9,245
-100% -$482K 0.04% 473
2024
Q3
$473K Sell
9,254
-28
-0.3% -$1.43K 0.04% 486
2024
Q2
$424K Buy
9,282
+2,722
+41% +$124K 0.04% 499
2024
Q1
$311K Sell
6,560
-58
-0.9% -$2.75K 0.03% 599
2023
Q4
$314K Sell
6,618
-182
-3% -$8.64K 0.03% 568
2023
Q3
$303K Buy
+6,800
New +$303K 0.03% 542