Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
26,487
-3,704
-12% -$67.2K 0.01% 1078
2025
Q1
$433K Buy
30,191
+9,276
+44% +$133K 0.01% 1114
2024
Q4
$476K Buy
20,915
+4,548
+28% +$103K 0.01% 981
2024
Q3
$487K Buy
16,367
+3,383
+26% +$101K 0.01% 934
2024
Q2
$510K Buy
12,984
+7,400
+133% +$291K 0.01% 868
2024
Q1
$296K Buy
5,584
+879
+19% +$46.6K 0.01% 1028
2023
Q4
$265K Buy
+4,705
New +$265K 0.01% 1059