Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$798K Buy
10,533
+2,236
+27% +$169K 0.05% 328
2025
Q1
$592K Sell
8,297
-5,044
-38% -$360K 0.04% 363
2024
Q4
$1.17M Buy
13,341
+950
+8% +$83.3K 0.1% 175
2024
Q3
$1.04M Buy
12,391
+4,261
+52% +$356K 0.1% 182
2024
Q2
$618K Buy
8,130
+3,018
+59% +$230K 0.08% 224
2024
Q1
$367K Buy
5,112
+573
+13% +$41.2K 0.07% 257
2023
Q4
$325K Buy
+4,539
New +$325K 0.09% 207