Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
947
+209
+28% +$102K 0.01% 1105
2025
Q1
$454K Sell
738
-602
-45% -$370K 0.01% 1089
2024
Q4
$710K Buy
1,340
+709
+112% +$376K 0.01% 796
2024
Q3
$379K Sell
631
-101
-14% -$60.7K 0.01% 1056
2024
Q2
$397K Buy
732
+252
+53% +$137K 0.01% 1014
2024
Q1
$308K Buy
480
+42
+10% +$27K 0.01% 1011
2023
Q4
$256K Buy
438
+9
+2% +$5.26K 0.01% 1085
2023
Q3
$223K Buy
+429
New +$223K 0.01% 1056