Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
6,536
+3,076
+89% +$373K 0.03% 808
2025
Q1
$384K Buy
+3,460
New +$384K 0.02% 1220
2024
Q3
Sell
-5,303
Closed -$535K 2424
2024
Q2
$535K Buy
+5,303
New +$535K 0.05% 627
2023
Q4
Sell
-4,239
Closed -$379K 1939
2023
Q3
$379K Buy
4,239
+2,150
+103% +$192K 0.06% 574
2023
Q2
$202K Buy
+2,089
New +$202K 0.04% 1002