Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
31,398
+524
+2% +$11K 0.29% 66
2025
Q1
$740K Sell
30,874
-678
-2% -$16.3K 0.35% 58
2024
Q4
$674K Sell
31,552
-309
-1% -$6.6K 0.3% 73
2024
Q3
$737K Buy
31,861
+7,142
+29% +$165K 0.32% 70
2024
Q2
$449K Buy
24,719
+7,600
+44% +$138K 0.23% 90
2024
Q1
$367K Buy
17,119
+816
+5% +$17.5K 0.18% 103
2023
Q4
$351K Buy
16,303
+3,512
+27% +$75.6K 0.19% 103
2023
Q3
$257K Buy
+12,791
New +$257K 0.16% 109