Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Sell
16,577
-13,467
-45% -$536K 0.02% 533
2025
Q1
$1.15M Buy
30,044
+15,385
+105% +$590K 0.03% 375
2024
Q4
$640K Buy
14,659
+1,815
+14% +$79.3K 0.02% 458
2024
Q3
$618K Buy
12,844
+358
+3% +$17.2K 0.02% 465
2024
Q2
$421K Buy
12,486
+3,662
+42% +$123K 0.01% 534
2024
Q1
$333K Buy
8,824
+1,946
+28% +$73.5K 0.01% 587
2023
Q4
$230K Buy
+6,878
New +$230K 0.01% 607