Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$732K Buy
3,233
+361
+13% +$81.8K 0.21% 77
2025
Q1
$477K Buy
2,872
+632
+28% +$105K 0.15% 96
2024
Q4
$442K Buy
2,240
+85
+4% +$16.8K 0.14% 103
2024
Q3
$374K Sell
2,155
-105
-5% -$18.2K 0.12% 110
2024
Q2
$393K Sell
2,260
-48
-2% -$8.34K 0.14% 99
2024
Q1
$314K Sell
2,308
-55
-2% -$7.48K 0.13% 124
2023
Q4
$246K Buy
+2,363
New +$246K 0.12% 146