Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$853K Sell
6,273
-468
-7% -$63.7K 0.06% 75
2025
Q1
$894K Buy
6,741
+1,168
+21% +$155K 0.07% 77
2024
Q4
$630K Buy
5,573
+50
+0.9% +$5.66K 0.04% 84
2024
Q3
$630K Hold
5,523
0.05% 81
2024
Q2
$574K Sell
5,523
-500
-8% -$52K 0.05% 84
2024
Q1
$685K Hold
6,023
0.06% 85
2023
Q4
$663K Buy
6,023
+400
+7% +$44K 0.06% 74
2023
Q3
$545K Sell
5,623
-87
-2% -$8.43K 0.05% 78
2023
Q2
$623K Buy
5,710
+190
+3% +$20.7K 0.06% 77
2023
Q1
$559K Buy
+5,520
New +$559K 0.06% 81