Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Buy
13,804
+4,262
+45% +$232K 0.13% 154
2025
Q1
$554K Buy
9,542
+5,104
+115% +$297K 0.15% 124
2024
Q4
$306K Sell
4,438
-2,348
-35% -$162K 0.08% 186
2024
Q3
$452K Buy
6,786
+776
+13% +$51.7K 0.08% 191
2024
Q2
$445K Buy
+6,010
New +$445K 0.09% 168