Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
7,672
+1,404
+22% +$204K 0.02% 554
2025
Q1
$538K Sell
6,268
-345
-5% -$29.6K 0.01% 792
2024
Q4
$577K Sell
6,613
-287
-4% -$25K 0.01% 831
2024
Q3
$750K Sell
6,900
-442
-6% -$48K 0.01% 699
2024
Q2
$752K Buy
7,342
+985
+15% +$101K 0.01% 632
2024
Q1
$591K Buy
6,357
+228
+4% +$21.2K 0.02% 398
2023
Q4
$528K Buy
+6,129
New +$528K 0.01% 394