Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$939K Buy
3,087
+482
+19% +$147K 0.03% 344
2025
Q1
$699K Sell
2,605
-28
-1% -$7.52K 0.02% 314
2024
Q4
$648K Buy
2,633
+1,255
+91% +$309K 0.02% 336
2024
Q3
$316K Buy
1,378
+221
+19% +$50.6K 0.01% 415
2024
Q2
$233K Sell
1,157
-465
-29% -$93.8K 0.01% 530
2024
Q1
$316K Buy
1,622
+28
+2% +$5.46K 0.01% 451
2023
Q4
$246K Buy
+1,594
New +$246K 0.01% 484