Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
10,466
+5,631
+116% +$396K 0.02% 267
2025
Q1
$354K Sell
4,835
-2,458
-34% -$180K 0.01% 312
2024
Q4
$457K Buy
7,293
+25
+0.3% +$1.57K 0.01% 297
2024
Q3
$479K Buy
7,268
+148
+2% +$9.76K 0.01% 277
2024
Q2
$514K Buy
7,120
+237
+3% +$17.1K 0.01% 253
2024
Q1
$461K Buy
6,883
+322
+5% +$21.6K 0.01% 260
2023
Q4
$432K Buy
+6,561
New +$432K 0.01% 255