Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
11,242
+3,663
+48% +$371K 0.03% 458
2025
Q1
$805K Sell
7,579
-4,352
-36% -$462K 0.03% 502
2024
Q4
$1.31M Buy
11,931
+1,700
+17% +$186K 0.04% 380
2024
Q3
$1.48M Sell
10,231
-427
-4% -$61.9K 0.05% 357
2024
Q2
$1.56M Sell
10,658
-1,602
-13% -$234K 0.05% 325
2024
Q1
$1.76M Sell
12,260
-5,114
-29% -$735K 0.06% 307
2023
Q4
$1.62M Hold
17,374
0.06% 333
2023
Q3
$1.53M Buy
17,374
+4,593
+36% +$405K 0.06% 325
2023
Q2
$1.44M Buy
12,781
+4,127
+48% +$464K 0.05% 344
2023
Q1
$1.09M Buy
+8,654
New +$1.09M 0.04% 419