Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
2,176
+573
+36% +$174K 0.05% 149
2025
Q1
$430K Sell
1,603
-62
-4% -$16.6K 0.04% 157
2024
Q4
$410K Buy
1,665
+254
+18% +$62.5K 0.03% 162
2024
Q3
$323K Sell
1,411
-445
-24% -$102K 0.03% 185
2024
Q2
$374K Buy
1,856
+62
+3% +$12.5K 0.04% 148
2024
Q1
$350K Buy
1,794
+73
+4% +$14.2K 0.04% 154
2023
Q4
$266K Buy
+1,721
New +$266K 0.03% 158