Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
8,961
+1,752
+24% +$156K 0.07% 200
2025
Q1
$561K Sell
7,209
-413
-5% -$32.1K 0.06% 232
2024
Q4
$513K Buy
7,622
+1,902
+33% +$128K 0.05% 249
2024
Q3
$457K Buy
5,720
+657
+13% +$52.4K 0.05% 248
2024
Q2
$332K Buy
5,063
+853
+20% +$55.9K 0.05% 271
2024
Q1
$324K Buy
+4,210
New +$324K 0.05% 276