Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
27,282
+1,886
+7% +$56.4K 0.07% 230
2025
Q1
$858K Buy
25,396
+972
+4% +$32.8K 0.16% 120
2024
Q4
$722K Sell
24,424
-957
-4% -$28.3K 0.13% 137
2024
Q3
$797K Buy
25,381
+1,837
+8% +$57.7K 0.14% 127
2024
Q2
$850K Buy
23,544
+3,338
+17% +$121K 0.17% 113
2024
Q1
$761K Buy
20,206
+3,333
+20% +$126K 0.15% 118
2023
Q4
$597K Buy
+16,873
New +$597K 0.27% 99