Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
6,990
+740
+12% +$67.5K 0.03% 356
2025
Q1
$572K Sell
6,250
-1,016
-14% -$93K 0.03% 340
2024
Q4
$619K Sell
7,266
-1,470
-17% -$125K 0.03% 332
2024
Q3
$764K Buy
8,736
+1,000
+13% +$87.5K 0.04% 291
2024
Q2
$611K Buy
7,736
+1,500
+24% +$118K 0.03% 283
2024
Q1
$564K Buy
6,236
+1,000
+19% +$90.4K 0.03% 294
2023
Q4
$460K Buy
5,236
+1,000
+24% +$87.9K 0.03% 298
2023
Q3
$358K Buy
+4,236
New +$358K 0.02% 336