Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
2,194
+34
+2% +$10.8K 0.29% 25
2025
Q1
$560K Sell
2,160
-492
-19% -$128K 0.28% 29
2024
Q4
$1.07M Buy
2,652
+203
+8% +$82K 0.55% 20
2024
Q3
$641K Buy
2,449
+211
+9% +$55.2K 0.34% 29
2024
Q2
$443K Buy
2,238
+509
+29% +$101K 0.26% 33
2024
Q1
$304K Sell
1,729
-500
-22% -$87.9K 0.19% 46
2023
Q4
$554K Buy
+2,229
New +$554K 0.25% 33