Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
1,055,634
-16,422
-2% -$21.2K 0.06% 98
2025
Q1
$1.73M Buy
1,072,056
+55,247
+5% +$89K 0.09% 88
2024
Q4
$1.75M Buy
1,016,809
+620,909
+157% +$1.07M 0.1% 88
2024
Q3
$828K Buy
395,900
+151,257
+62% +$316K 0.05% 96
2024
Q2
$452K Buy
244,643
+86,400
+55% +$160K 0.03% 102
2024
Q1
$261K Buy
158,243
+1,370
+0.9% +$2.26K 0.02% 118
2023
Q4
$362K Buy
156,873
+135,973
+651% +$314K 0.03% 107
2023
Q3
$59.3K Buy
+20,900
New +$59.3K 0.01% 128