Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
8,257
+625
+8% +$76.6K 0.04% 336
2025
Q1
$696K Buy
7,632
+923
+14% +$84.1K 0.03% 404
2024
Q4
$773K Sell
6,709
-168
-2% -$19.4K 0.04% 330
2024
Q3
$815K Buy
6,877
+1,650
+32% +$196K 0.05% 290
2024
Q2
$721K Sell
5,227
-686
-12% -$94.6K 0.05% 278
2024
Q1
$675K Buy
5,913
+961
+19% +$110K 0.06% 254
2023
Q4
$379K Buy
+4,952
New +$379K 0.05% 340