Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
6,819
+1,200
+21% +$71.6K 0.03% 554
2025
Q1
$293K Sell
5,619
-369
-6% -$19.2K 0.02% 592
2024
Q4
$322K Buy
5,988
+1,076
+22% +$57.8K 0.03% 516
2024
Q3
$285K Buy
4,912
+544
+12% +$31.5K 0.03% 487
2024
Q2
$243K Buy
4,368
+1,057
+32% +$58.9K 0.03% 449
2024
Q1
$153K Buy
3,311
+455
+16% +$21.1K 0.03% 479
2023
Q4
$121K Buy
+2,856
New +$121K 0.03% 469