Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Buy
131,162
+12,135
+10% +$84.1K 0.01% 783
2025
Q1
$668K Buy
119,027
+57,279
+93% +$321K 0.01% 881
2024
Q4
$348K Sell
61,748
-12,845
-17% -$72.4K 0.01% 1117
2024
Q3
$455K Sell
74,593
-16,818
-18% -$103K 0.01% 977
2024
Q2
$584K Buy
91,411
+31,195
+52% +$199K 0.02% 805
2024
Q1
$543K Buy
60,216
+27,822
+86% +$251K 0.01% 791
2023
Q4
$251K Buy
32,394
+8,956
+38% +$69.4K 0.01% 1098
2023
Q3
$152K Buy
+23,438
New +$152K ﹤0.01% 1164