Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
23,159
+3,138
+16% +$68.6K 0.02% 404
2025
Q1
$392K Sell
20,021
-1,884
-9% -$36.9K 0.02% 481
2024
Q4
$343K Sell
21,905
-1,597
-7% -$25K 0.01% 584
2024
Q3
$427K Buy
23,502
+42
+0.2% +$763 0.02% 496
2024
Q2
$402K Sell
23,460
-3,451
-13% -$59.2K 0.02% 492
2024
Q1
$444K Buy
26,911
+7,021
+35% +$116K 0.02% 473
2023
Q4
$298K Buy
+19,890
New +$298K 0.02% 414