Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
11,352
+105
+0.9% +$3.77K 0.05% 277
2025
Q1
$330K Buy
11,247
+3,969
+55% +$117K 0.05% 297
2024
Q4
$291K Sell
7,278
-1,438
-16% -$57.4K 0.04% 294
2024
Q3
$378K Sell
8,716
-1,082
-11% -$46.9K 0.06% 246
2024
Q2
$348K Buy
9,798
+3,746
+62% +$133K 0.06% 321
2024
Q1
$327K Buy
+6,052
New +$327K 0.06% 212