Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
14,974
+3,266
+28% +$215K 0.02% 235
2025
Q1
$723K Sell
11,708
-76
-0.6% -$4.7K 0.02% 244
2024
Q4
$822K Buy
11,784
+8
+0.1% +$558 0.02% 233
2024
Q3
$959K Sell
11,776
-213
-2% -$17.4K 0.02% 220
2024
Q2
$890K Sell
11,989
-1,055
-8% -$78.3K 0.02% 216
2024
Q1
$1.02M Buy
13,044
+159
+1% +$12.4K 0.03% 197
2023
Q4
$921K Buy
+12,885
New +$921K 0.03% 189