Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
93,295
-27,809
-23% -$371K 0.01% 658
2025
Q1
$1.87M Buy
121,104
+16,784
+16% +$260K 0.03% 501
2024
Q4
$900K Sell
104,320
-2,221
-2% -$19.2K 0.02% 681
2024
Q3
$1.03M Buy
106,541
+8,016
+8% +$77.3K 0.03% 619
2024
Q2
$848K Buy
98,525
+67,598
+219% +$582K 0.02% 655
2024
Q1
$254K Buy
30,927
+8,144
+36% +$66.8K 0.01% 1109
2023
Q4
$181K Sell
22,783
-14,707
-39% -$117K ﹤0.01% 1235
2023
Q3
$311K Buy
+37,490
New +$311K 0.01% 882