Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
71,423
+43,581
+157% +$306K 0.05% 113
2025
Q1
$216K Buy
27,842
+6,232
+29% +$48.4K 0.02% 522
2024
Q4
$178K Sell
21,610
-11,462
-35% -$94.3K 0.02% 554
2024
Q3
$246K Sell
33,072
-54,500
-62% -$405K 0.02% 474
2024
Q2
$756K Buy
87,572
+48,180
+122% +$416K 0.07% 82
2024
Q1
$433K Buy
39,392
+26,800
+213% +$294K 0.04% 276
2023
Q4
$185K Buy
+12,592
New +$185K 0.02% 568