Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$769K Buy
55,999
+1,789
+3% +$24.6K 0.01% 1121
2025
Q1
$673K Buy
54,210
+4,460
+9% +$55.3K 0.01% 998
2024
Q4
$810K Sell
49,750
-51,908
-51% -$845K 0.01% 859
2024
Q3
$1.12M Buy
101,658
+11,734
+13% +$129K 0.02% 536
2024
Q2
$1.21M Buy
+89,924
New +$1.21M 0.05% 299