Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
5,917
-703
-11% -$47.2K 0.03% 563
2025
Q1
$516K Buy
6,620
+742
+13% +$57.8K 0.04% 401
2024
Q4
$481K Buy
5,878
+740
+14% +$60.5K 0.04% 375
2024
Q3
$398K Buy
5,138
+1,429
+39% +$111K 0.04% 385
2024
Q2
$272K Buy
3,709
+1,553
+72% +$114K 0.04% 411
2024
Q1
$188K Buy
2,156
+131
+6% +$11.4K 0.04% 406
2023
Q4
$144K Buy
+2,025
New +$144K 0.04% 412