Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
57,437
+8,060
+16% +$84.8K 0.07% 294
2025
Q1
$613K Sell
49,377
-10,070
-17% -$125K 0.07% 267
2024
Q4
$765K Buy
59,447
+9,618
+19% +$124K 0.09% 245
2024
Q3
$1,000K Buy
49,829
+26,144
+110% +$524K 0.12% 196
2024
Q2
$416K Sell
23,685
-4,217
-15% -$74.1K 0.08% 248
2024
Q1
$500K Buy
27,902
+12,429
+80% +$223K 0.1% 233
2023
Q4
$298K Sell
15,473
-1,337
-8% -$25.7K 0.05% 200
2023
Q3
$256K Buy
+16,810
New +$256K 0.08% 205