Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
57,808
+6,745
+13% +$40.5K 0.01% 1330
2025
Q1
$382K Buy
51,063
+1,166
+2% +$8.73K 0.02% 1221
2024
Q4
$314K Sell
49,897
-8,198
-14% -$51.6K 0.03% 1174
2024
Q3
$293K Buy
58,095
+21,813
+60% +$110K 0.02% 1197
2024
Q2
$251K Buy
36,282
+16,333
+82% +$113K 0.02% 1078
2024
Q1
$143K Buy
+19,949
New +$143K 0.02% 1274
2022
Q4
Sell
-18,719
Closed -$347K 1105
2022
Q3
$347K Buy
18,719
+5,710
+44% +$106K 0.09% 414
2022
Q2
$189K Buy
13,009
+2,859
+28% +$41.5K 0.08% 480
2022
Q1
$160K Buy
+10,150
New +$160K 0.07% 449