Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
4,644
+48
+1% +$3.32K 0.02% 647
2025
Q1
$208K Buy
4,596
+419
+10% +$18.9K 0.02% 746
2024
Q4
$254K Buy
4,177
+738
+21% +$44.9K 0.02% 601
2024
Q3
$140K Sell
3,439
-515
-13% -$21K 0.01% 789
2024
Q2
$119K Buy
3,954
+1,031
+35% +$31.1K 0.02% 686
2024
Q1
$109K Sell
2,923
-113
-4% -$4.21K 0.02% 617
2023
Q4
$123K Buy
+3,036
New +$123K 0.03% 462