Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
1,154
-11,680
-91% -$4.17M 0.04% 390
2025
Q1
$3.49M Buy
12,834
+6,837
+114% +$1.86M 0.04% 422
2024
Q4
$1.99M Buy
5,997
+916
+18% +$304K 0.02% 575
2024
Q3
$1.68M Buy
5,081
+1,651
+48% +$547K 0.02% 592
2024
Q2
$1.08M Buy
3,430
+1,088
+46% +$341K 0.01% 659
2024
Q1
$732K Buy
2,342
+655
+39% +$205K 0.01% 740
2023
Q4
$406K Buy
1,687
+152
+10% +$36.6K 0.01% 834
2023
Q3
$327K Buy
1,535
+356
+30% +$75.9K 0.01% 891
2023
Q2
$237K Buy
+1,179
New +$237K ﹤0.01% 960