Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$951K Buy
14,148
+3,381
+31% +$227K 0.22% 64
2025
Q1
$839K Buy
10,767
+422
+4% +$32.9K 0.22% 66
2024
Q4
$846K Sell
10,345
-683
-6% -$55.8K 0.21% 69
2024
Q3
$853K Sell
11,028
-1,642
-13% -$127K 0.22% 70
2024
Q2
$929K Buy
12,670
+20
+0.2% +$1.47K 0.26% 63
2024
Q1
$1.1M Buy
12,650
+2,738
+28% +$239K 0.32% 56
2023
Q4
$761K Buy
+9,912
New +$761K 0.26% 67