Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
8,056
+1,768
+28% +$165K 0.11% 129
2025
Q1
$458K Buy
6,288
+2,542
+68% +$185K 0.08% 157
2024
Q4
$226K Buy
3,746
+360
+11% +$21.7K 0.04% 238
2024
Q3
$254K Buy
3,386
+175
+5% +$13.2K 0.05% 219
2024
Q2
$233K Buy
3,211
+250
+8% +$18.2K 0.05% 224
2024
Q1
$228K Sell
2,961
-890
-23% -$68.5K 0.05% 221
2023
Q4
$237K Buy
+3,851
New +$237K 0.06% 192