Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
1,398
+57
+4% +$10.2K 0.08% 226
2025
Q1
$215K Sell
1,341
-1,683
-56% -$270K 0.08% 232
2024
Q4
$526K Buy
3,024
+557
+23% +$96.9K 0.24% 87
2024
Q3
$558K Buy
2,467
+315
+15% +$71.3K 0.29% 68
2024
Q2
$482K Buy
2,152
+574
+36% +$128K 0.29% 68
2024
Q1
$404K Buy
1,578
+477
+43% +$122K 0.3% 61
2023
Q4
$250K Buy
+1,101
New +$250K 0.23% 92