Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$755K Buy
23,292
+3,241
+16% +$105K 0.02% 440
2025
Q1
$620K Buy
20,051
+2,987
+18% +$92.4K 0.02% 403
2024
Q4
$467K Sell
17,064
-1,202
-7% -$32.9K 0.01% 642
2024
Q3
$554K Buy
18,266
+1,047
+6% +$31.7K 0.02% 574
2024
Q2
$530K Buy
17,219
+1,833
+12% +$56.4K 0.02% 596
2024
Q1
$488K Buy
15,386
+3,272
+27% +$104K 0.01% 621
2023
Q4
$412K Buy
12,114
+1,840
+18% +$62.6K 0.01% 645
2023
Q3
$328K Sell
10,274
-4
-0% -$128 0.01% 661
2023
Q2
$296K Sell
10,278
-918
-8% -$26.4K 0.01% 727
2023
Q1
$313K Sell
11,196
-29,086
-72% -$814K 0.01% 698
2022
Q4
$1.15M Buy
+40,282
New +$1.15M 0.04% 354