Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
8,191
-4,579
-36% -$420K 0.03% 433
2025
Q1
$1.12M Buy
12,770
+651
+5% +$57.3K 0.05% 276
2024
Q4
$1.12M Buy
12,119
+1,822
+18% +$169K 0.06% 244
2024
Q3
$955K Buy
10,297
+724
+8% +$67.1K 0.06% 256
2024
Q2
$718K Buy
9,573
+319
+3% +$23.9K 0.05% 281
2024
Q1
$798K Buy
9,254
+455
+5% +$39.2K 0.07% 227
2023
Q4
$609K Buy
8,799
+3,875
+79% +$268K 0.08% 222
2023
Q3
$270K Buy
+4,924
New +$270K 0.09% 259