Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
1,794
-13,095
-88% -$3.6M 0.05% 344
2025
Q1
$2.74M Buy
14,889
+1,681
+13% +$310K 0.03% 512
2024
Q4
$2.6M Buy
13,208
+1,721
+15% +$339K 0.03% 501
2024
Q3
$2.39M Buy
11,487
+1,094
+11% +$228K 0.03% 505
2024
Q2
$2.44M Buy
10,393
+1,250
+14% +$293K 0.03% 452
2024
Q1
$1.62M Buy
+9,143
New +$1.62M 0.02% 521