Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$829K Buy
10,470
+2,451
+31% +$194K 0.38% 41
2025
Q1
$720K Buy
8,019
+3,005
+60% +$270K 0.43% 36
2024
Q4
$499K Sell
5,014
-242
-5% -$24.1K 0.32% 45
2024
Q3
$597K Sell
5,256
-5
-0.1% -$568 0.39% 39
2024
Q2
$651K Buy
5,261
+162
+3% +$20.1K 0.46% 36
2024
Q1
$673K Buy
5,099
+87
+2% +$11.5K 0.5% 33
2023
Q4
$546K Buy
+5,012
New +$546K 0.47% 32