Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
87,443
+16,200
+23% +$91.5K 0.03% 533
2025
Q1
$388K Sell
71,243
-4,810
-6% -$26.2K 0.02% 597
2024
Q4
$530K Buy
76,053
+14,800
+24% +$103K 0.03% 471
2024
Q3
$278K Buy
61,253
+9,025
+17% +$41K 0.02% 744
2024
Q2
$285K Buy
52,228
+13,075
+33% +$71.3K 0.02% 674
2024
Q1
$208K Buy
+39,153
New +$208K 0.01% 893