Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
12,634
+1,290
+11% +$70.1K 0.03% 335
2025
Q1
$572K Sell
11,344
-3,258
-22% -$164K 0.02% 393
2024
Q4
$663K Buy
14,602
+996
+7% +$45.2K 0.02% 405
2024
Q3
$646K Sell
13,606
-1,899
-12% -$90.1K 0.02% 414
2024
Q2
$711K Sell
15,505
-594
-4% -$27.3K 0.03% 346
2024
Q1
$697K Buy
16,099
+4,454
+38% +$193K 0.03% 362
2023
Q4
$462K Buy
+11,645
New +$462K 0.04% 341