Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
29,030
+1,146
+4% +$25.2K 0.01% 922
2025
Q1
$498K Sell
27,884
-24,518
-47% -$438K 0.01% 1034
2024
Q4
$751K Buy
52,402
+19,490
+59% +$279K 0.01% 764
2024
Q3
$544K Buy
32,912
+9,488
+41% +$157K 0.01% 879
2024
Q2
$315K Buy
23,424
+2,702
+13% +$36.3K 0.01% 1108
2024
Q1
$349K Sell
20,722
-8,030
-28% -$135K 0.01% 961
2023
Q4
$438K Buy
28,752
+382
+1% +$5.82K 0.01% 837
2023
Q3
$344K Buy
+28,370
New +$344K 0.01% 841