Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
15,692
+2,884
+23% +$91.5K 0.01% 1052
2025
Q1
$382K Sell
12,808
-1,215
-9% -$36.2K 0.01% 1169
2024
Q4
$503K Buy
14,023
+6,219
+80% +$223K 0.01% 937
2024
Q3
$316K Buy
7,804
+1,880
+32% +$76.2K 0.01% 1114
2024
Q2
$277K Buy
+5,924
New +$277K 0.01% 1152