Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
31,623
+787
+3% +$8.54K 0.02% 496
2025
Q1
$309K Buy
30,836
+12,957
+72% +$130K 0.03% 418
2024
Q4
$177K Sell
17,879
-3,505
-16% -$34.7K 0.02% 529
2024
Q3
$226K Sell
21,384
-4,161
-16% -$43.9K 0.02% 417
2024
Q2
$320K Sell
25,545
-876
-3% -$11K 0.03% 335
2024
Q1
$351K Sell
26,421
-20,483
-44% -$272K 0.03% 329
2023
Q4
$572K Buy
46,904
+26,070
+125% +$318K 0.02% 376
2023
Q3
$259K Buy
+20,834
New +$259K 0.03% 301