Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
69,152
+27,757
+67% +$264K 0.07% 49
2025
Q1
$503K Sell
41,395
-4,165
-9% -$50.6K 0.05% 186
2024
Q4
$640K Buy
45,560
+22,714
+99% +$319K 0.06% 129
2024
Q3
$396K Sell
22,846
-4,990
-18% -$86.6K 0.04% 316
2024
Q2
$459K Buy
+27,836
New +$459K 0.04% 263
2023
Q3
Sell
-26,279
Closed -$513K 656
2023
Q2
$513K Buy
26,279
+11,582
+79% +$226K 0.06% 147
2023
Q1
$285K Buy
+14,697
New +$285K 0.03% 325