Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2,893
+351
+14% +$45.1K 0.02% 578
2025
Q1
$184K Sell
2,542
-315
-11% -$22.7K 0.01% 808
2024
Q4
$325K Buy
2,857
+953
+50% +$108K 0.03% 514
2024
Q3
$189K Buy
1,904
+962
+102% +$95.7K 0.02% 645
2024
Q2
$81.5K Buy
942
+289
+44% +$25K 0.01% 889
2024
Q1
$53.3K Buy
653
+119
+22% +$9.72K 0.01% 1004
2023
Q4
$30.1K Buy
+534
New +$30.1K 0.01% 1226