Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Sell
18,791
-3,791
-17% -$160K 0.07% 146
2025
Q1
$876K Buy
22,582
+2,080
+10% +$80.7K 0.09% 131
2024
Q4
$737K Buy
20,502
+3,932
+24% +$141K 0.08% 138
2024
Q3
$592K Sell
16,570
-5,660
-25% -$202K 0.06% 168
2024
Q2
$698K Buy
22,230
+1,166
+6% +$36.6K 0.06% 154
2024
Q1
$812K Buy
21,064
+7,478
+55% +$288K 0.07% 127
2023
Q4
$440K Buy
13,586
+5,500
+68% +$178K 0.04% 193
2023
Q3
$221K Buy
+8,086
New +$221K 0.03% 236