Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
3,092
+195
+7% +$42.5K 0.03% 407
2025
Q1
$394K Buy
2,897
+232
+9% +$31.6K 0.02% 504
2024
Q4
$383K Buy
2,665
+35
+1% +$5.04K 0.03% 411
2024
Q3
$315K Sell
2,630
-698
-21% -$83.6K 0.02% 436
2024
Q2
$362K Sell
3,328
-451
-12% -$49.1K 0.03% 398
2024
Q1
$506K Buy
3,779
+28
+0.7% +$3.75K 0.04% 354
2023
Q4
$527K Buy
3,751
+75
+2% +$10.5K 0.05% 337
2023
Q3
$462K Buy
3,676
+714
+24% +$89.7K 0.05% 327
2023
Q2
$321K Buy
2,962
+487
+20% +$52.7K 0.04% 364
2023
Q1
$218K Buy
+2,475
New +$218K 0.02% 450