Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2,155
+94
+5% +$17.4K 0.15% 69
2025
Q1
$432K Buy
2,061
+110
+6% +$23K 0.22% 55
2024
Q4
$347K Buy
1,951
+45
+2% +$8K 0.14% 75
2024
Q3
$376K Sell
1,906
-48
-2% -$9.48K 0.16% 71
2024
Q2
$335K Buy
1,954
+100
+5% +$17.2K 0.17% 71
2024
Q1
$338K Buy
1,854
+545
+42% +$99.2K 0.17% 64
2023
Q4
$203K Buy
+1,309
New +$203K 0.12% 92