Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Sell
4,797
-318
-6% -$42.1K 0.04% 398
2025
Q1
$611K Buy
5,115
+2,543
+99% +$304K 0.05% 355
2024
Q4
$338K Buy
2,572
+685
+36% +$90K 0.03% 499
2024
Q3
$239K Sell
1,887
-277
-13% -$35.1K 0.02% 544
2024
Q2
$328K Buy
2,164
+303
+16% +$45.9K 0.04% 366
2024
Q1
$307K Buy
1,861
+615
+49% +$101K 0.06% 291
2023
Q4
$180K Buy
+1,246
New +$180K 0.05% 338