Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
19,410
+2,106
+12% +$55.8K 0.01% 438
2025
Q1
$604K Buy
17,304
+1,009
+6% +$35.2K 0.01% 364
2024
Q4
$654K Buy
16,295
+1,061
+7% +$42.6K 0.01% 312
2024
Q3
$808K Buy
15,234
+4,656
+44% +$247K 0.01% 318
2024
Q2
$613K Buy
10,578
+721
+7% +$41.8K 0.01% 318
2024
Q1
$571K Sell
9,857
-483
-5% -$28K 0.01% 257
2023
Q4
$533K Buy
10,340
+750
+8% +$38.7K 0.01% 230
2023
Q3
$510K Sell
9,590
-192
-2% -$10.2K 0.01% 244
2023
Q2
$537K Sell
9,782
-273
-3% -$15K 0.01% 219
2023
Q1
$506K Sell
10,055
-332
-3% -$16.7K 0.01% 292
2022
Q4
$456K Buy
10,387
+108
+1% +$4.74K 0.01% 272
2022
Q3
$531K Buy
10,279
+49
+0.5% +$2.53K 0.01% 198
2022
Q2
$652K Buy
+10,230
New +$652K 0.01% 167